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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
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 $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bruce G. Allen Investments's IVOV Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 89% in Q1 2026, buying an estimated $67.6K and bringing the position to 1,363 shares worth $139K. The position accounts for 0.09% of the portfolio, ranked #112.

Bruce G. Allen Investments first reported a position in IVOV in Q1 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Bruce G. Allen Investments held 1,363 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $139K as of Q1 2026.
  • Bruce G. Allen Investments bought 643 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $67.6K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.09% of Bruce G. Allen Investments's portfolio in Q1 2026, its #112 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 9 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.