Bruce G. Allen Investments’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Bruce G. Allen Investments’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	$558K	Buy	4,894 +3,531	+259%	+$385K	0.36%	34
2026 Q1	$139K	Buy	1,363 +643	+89%	+$67.6K	0.09%	112
2025 Q4	$72.7K	Buy	720 +13	+2%	+$1.31K	0.05%	206
2025 Q3	$71.2K	Hold	707	–	–	0.05%	211
2025 Q2	$67.5K	Hold	707	–	–	0.05%	214
2025 Q1	$65.1K	Hold	707	–	–	0.05%	202
2024 Q4	$67.6K	Buy	707 +12	+2%	+$1.19K	0.05%	206
2024 Q3	$66.5K	Hold	695	–	–	0.05%	212
2024 Q2	$60.9K	Hold	695	–	–	0.05%	214
2024 Q1	$63.1K	Buy	+695	New	+$59.8K	0.05%	203

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

Bruce G. Allen Investments's IVOV Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 259% in Q2 2026, buying an estimated $385K and bringing the position to 4,894 shares worth $558K. The position accounts for 0.36% of the portfolio, ranked #34.

Bruce G. Allen Investments first reported a position in IVOV in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Bruce G. Allen Investments held 4,894 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $558K as of Q2 2026.
Bruce G. Allen Investments bought 3,531 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $385K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.36% of Bruce G. Allen Investments's portfolio in Q2 2026, its #34 holding.
Bruce G. Allen Investments first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.