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Balanced Wealth Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Balanced Wealth Group’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 		$10.2M Buy
+89,036
New +$9.71M 3.21% 8

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
RT
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Balanced Wealth Group's IVOV Position: Q2 2026 in Review

Balanced Wealth Group opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 89,036 shares worth $10.2M. The stake represents 3.21% of the portfolio and ranks #8 among its holdings.

99 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Balanced Wealth Group held 89,036 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $10.2M as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Balanced Wealth Group position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 3.21% of Balanced Wealth Group's portfolio in Q2 2026, its #8 holding.
  • 99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.