CSP
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Cary Street Partners’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Cary Street Partners’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 		$209K Buy
+1,829
New +$199K ﹤0.01% 914
2025
Q2 		– Sell
-3,466
Closed -$319K – 919
2025
Q1 		$319K Hold
3,466
– – 0.01% 637
2024
Q4 		$331K Buy
+3,466
New +$343K 0.01% 597

Other funds holding IVOV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Cary Street Partners's IVOV Position: Q2 2026 in Review

Cary Street Partners opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 1,829 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in IVOV as recently as Q1 2025.

Cary Street Partners first reported a position in IVOV in Q4 2024 and has held it in 3 quarters since. The position peaked at $331K in Q4 2024. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Cary Street Partners held 1,829 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $209K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Cary Street Partners position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #914 holding.
  • Cary Street Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Cary Street Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $331K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.