Atlas Brown’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Atlas Brown’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$472K	Hold	4,414	–	–	0.12%	154
2026 Q2	$504K	Sell	4,414 -177	-4%	-$19.3K	0.14%	147
2026 Q1	$468K	Sell	4,591 -100	-2%	-$10.5K	0.14%	140
2025 Q4	$474K	Hold	4,691	–	–	0.14%	142
2025 Q3	$473K	Hold	4,691	–	–	0.14%	135
2025 Q2	$448K	Buy	4,691 +390	+9%	+$35.3K	0.14%	142
2025 Q1	$396K	Hold	4,301	–	–	0.14%	143
2024 Q4	$411K	Hold	4,301	–	–	0.14%	142
2024 Q3	$412K	Sell	4,301 -3,204	-43%	-$294K	0.14%	137
2024 Q2	$657K	Buy	+7,505	New	+$658K	0.24%	102

Other funds holding IVOV

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atlas Brown's IVOV Position: Q3 2026 in Review

Atlas Brown held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2026 at 4,414 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #154.

Atlas Brown first reported a position in IVOV in Q2 2024 and has held it in 10 quarters since. The position peaked at $657K in Q2 2024. 8 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

Atlas Brown held 4,414 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $472K as of Q3 2026.
Atlas Brown left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.12% of Atlas Brown's portfolio in Q3 2026, its #154 holding.
Atlas Brown first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 10 quarters since.
Atlas Brown's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $657K in Q2 2024.
8 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.