BHK Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

BHK Investment Advisors’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 Q1	$449K	Hold	4,400	–	–	0.15%	58
2025 Q4	$444K	Hold	4,400	–	–	0.15%	58
2025 Q3	$443K	Hold	4,400	–	–	0.17%	49
2025 Q2	$420K	Hold	4,400	–	–	0.16%	49
2025 Q1	$405K	Hold	4,400	–	–	0.17%	48
2024 Q4	$420K	Hold	4,400	–	–	0.16%	49
2024 Q3	$421K	Hold	4,400	–	–	0.16%	52
2024 Q2	$385K	Hold	4,400	–	–	0.15%	50
2024 Q1	$400K	Buy	+4,400	New	+$379K	0.15%	50
2023 Q3	–	Sell	-4,400	Closed	-$362K	–	55
2023 Q2	$362K	Hold	4,400	–	–	0.16%	49
2023 Q1	$346K	Buy	+4,400	New	+$358K	0.15%	52
2022 Q4	–	Sell	-4,400	Closed	-$305K	–	60
2022 Q3	$305K	Hold	4,400	–	–	0.15%	54
2022 Q2	$318K	Hold	4,400	–	–	0.14%	56
2022 Q1	$369K	Hold	4,400	–	–	0.15%	52
2021 Q4	$371K	Hold	4,400	–	–	0.15%	51
2021 Q3	$350K	Hold	4,400	–	–	0.14%	49
2021 Q2	$356K	Hold	4,400	–	–	0.15%	51
2021 Q1	$290K	Hold	4,400	–	–	0.13%	58
2020 Q4	$290K	Hold	4,400	–	–	0.14%	56
2020 Q3	$231K	Hold	4,400	–	–	0.13%	56
2020 Q2	$226K	Buy	+4,400	New	+$212K	0.13%	56
2020 Q1	–	Sell	-4,400	Closed	-$286K	–	57
2019 Q4	$286K	Hold	4,400	–	–	0.16%	49
2019 Q3	$271K	Hold	4,400	–	–	0.16%	67
2019 Q2	$270K	Hold	4,400	–	–	0.15%	74
2019 Q1	$264K	Hold	4,400	–	–	0.16%	77
2018 Q4	$231K	Hold	4,400	–	–	0.17%	61
2018 Q3	$283K	Hold	4,400	–	–	0.19%	59
2018 Q2	$273K	Hold	4,400	–	–	0.19%	58
2018 Q1	$260K	Hold	4,400	–	–	0.19%	53
2017 Q4	$268K	Buy	+4,400	New	+$264K	0.23%	44

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BHK Investment Advisors's IVOV Position: Q1 2026 in Review

BHK Investment Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 4,400 shares worth $449K. The position accounts for 0.15% of the portfolio, ranked #58.

BHK Investment Advisors first reported a position in IVOV in Q4 2017 and has held it in 30 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

BHK Investment Advisors held 4,400 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $449K as of Q1 2026.
BHK Investment Advisors left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.15% of BHK Investment Advisors's portfolio in Q1 2026, its #58 holding.
BHK Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 30 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.