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

Cambridge Investment Research 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 		$416K Buy
4,081
+62
+2% +$6.52K ﹤0.01% 2976
2025
Q4 		$406K Buy
4,019
+177
+5% +$17.9K ﹤0.01% 2923
2025
Q3 		$387K Buy
3,842
+692
+22% +$68.5K ﹤0.01% 2897
2025
Q2 		$301K Sell
3,150
-128
-4% -$11.6K ﹤0.01% 2973
2025
Q1 		$302K Sell
3,278
-629
-16% -$60.4K ﹤0.01% 2857
2024
Q4 		$373K Buy
3,907
+81
+2% +$8.01K ﹤0.01% 2661
2024
Q3 		$366K Sell
3,826
-408
-10% -$37.4K ﹤0.01% 2671
2024
Q2 		$371K Sell
4,234
-32
-0.8% -$2.8K ﹤0.01% 2538
2024
Q1 		$387K Sell
4,266
-179
-4% -$15.4K ﹤0.01% 2496
2023
Q4 		$388K Sell
4,445
-23
-0.5% -$1.82K ﹤0.01% 2404
2023
Q3 		$348K Sell
4,468
-2,559
-36% -$210K ﹤0.01% 2391
2023
Q2 		$578K Buy
7,027
+893
+15% +$69.5K ﹤0.01% 2020
2023
Q1 		$482K Buy
6,134
+1,928
+46% +$157K ﹤0.01% 2106
2022
Q4 		$323K Sell
4,206
-454
-10% -$35K ﹤0.01% 2374
2022
Q3 		$323K Buy
4,660
+270
+6% +$20.6K ﹤0.01% 2303
2022
Q2 		$317K Sell
4,390
-1,142
-21% -$89.1K ﹤0.01% 2331
2022
Q1 		$463K Buy
5,532
+416
+8% +$34.2K ﹤0.01% 2171
2021
Q4 		$431K Buy
5,116
+208
+4% +$17.5K ﹤0.01% 2231
2021
Q3 		$391K Sell
4,908
-388
-7% -$31.3K ﹤0.01% 2238
2021
Q2 		$429K Buy
5,296
+578
+12% +$47.3K ﹤0.01% 2172
2021
Q1 		$369K Sell
4,718
-100
-2% -$7.28K ﹤0.01% 2135
2020
Q4 		$317K Sell
4,818
-512
-10% -$31.2K ﹤0.01% 2086
2020
Q3 		$279K Sell
5,330
-328
-6% -$17.5K ﹤0.01% 1994
2020
Q2 		$291K Sell
5,658
-2,510
-31% -$121K ﹤0.01% 1906
2020
Q1 		$345K Sell
8,168
-574
-7% -$32.9K ﹤0.01% 1593
2019
Q4 		$569K Sell
8,742
-1,994
-19% -$126K ﹤0.01% 1496
2019
Q3 		$662K Sell
10,736
-4,898
-31% -$296K 0.01% 1317
2019
Q2 		$961K Sell
15,634
-2,712
-15% -$165K 0.01% 1041
2019
Q1 		$1.1M Sell
18,346
-1,666
-8% -$98.2K 0.01% 984
2018
Q4 		$1.05M Sell
20,012
-544
-3% -$31.9K 0.01% 913
2018
Q3 		$1.32M Sell
20,556
-184
-0.9% -$11.8K 0.01% 870
2018
Q2 		$1.29M Buy
20,740
+2,410
+13% +$147K 0.01% 850
2018
Q1 		$1.08M Sell
18,330
-1,336
-7% -$80.5K 0.01% 899
2017
Q4 		$1.2M Buy
19,666
+1,576
+9% +$94.4K 0.01% 818
2017
Q3 		$1.06M Buy
18,090
+1,078
+6% +$61.2K 0.01% 826
2017
Q2 		$969K Buy
17,012
+1,220
+8% +$68.7K 0.01% 827
2017
Q1 		$892K Buy
15,792
+12,138
+332% +$684K 0.02% 777
2016
Q4 		$201K Sell
3,654
-1,276
-26% -$67.5K ﹤0.01% 1502
2016
Q3 		$251K Buy
+4,930
New +$248K ﹤0.01% 1405

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

Cambridge Investment Research Advisors's IVOV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.5% in Q1 2026, buying an estimated $6.52K and bringing the position to 4,081 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Cambridge Investment Research Advisors first reported a position in IVOV in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.32M in Q3 2018. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Cambridge Investment Research Advisors held 4,081 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $416K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 62 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $6.52K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2976 holding.
  • Cambridge Investment Research Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.32M in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.