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 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 $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Atlas Brown's IVOV Position: Q2 2026 in Review

Atlas Brown reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.9% in Q2 2026, selling an estimated $19.3K and leaving 4,414 shares worth $504K. The position accounts for 0.14% of the portfolio, ranked #147.

Atlas Brown first reported a position in IVOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $657K in Q2 2024. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Atlas Brown held 4,414 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $504K as of Q2 2026.
Atlas Brown sold 177 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $19.3K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.14% of Atlas Brown's portfolio in Q2 2026, its #147 holding.
Atlas Brown first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
Atlas Brown's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $657K in Q2 2024.
19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.