Cerity Partners
IVOV icon

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

Cerity 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 		$221K Sell
1,933
-184
-9% -$20.1K ﹤0.01% 2994
2026
Q1 		$216K Sell
2,117
-258
-11% -$27.1K ﹤0.01% 2840
2025
Q4 		$240K Buy
2,375
+37
+2% +$3.74K ﹤0.01% 2533
2025
Q3 		$236K Hold
2,338
– – ﹤0.01% 2422
2025
Q2 		$223K Sell
2,338
-22
-0.9% -$1.99K ﹤0.01% 2295
2025
Q1 		$217K Hold
2,360
– – ﹤0.01% 2177
2024
Q4 		$226K Buy
2,360
+40
+2% +$3.96K ﹤0.01% 2179
2024
Q3 		$222K Sell
2,320
-46
-2% -$4.22K ﹤0.01% 2255
2024
Q2 		$207K Hold
2,366
– – ﹤0.01% 2015
2024
Q1 		$215K Hold
2,366
– – ﹤0.01% 2073
2023
Q4 		$206K Buy
+2,366
New +$188K ﹤0.01% 1712
2022
Q1 		– Sell
-2,904
Closed -$245K – 1021
2021
Q4 		$245K Buy
2,904
+50
+2% +$4.2K ﹤0.01% 859
2021
Q3 		$227K Hold
2,854
– – 0.01% 623
2021
Q2 		$231K Hold
2,854
– – 0.01% 650
2021
Q1 		$223K Buy
+2,854
New +$208K 0.01% 630

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Cerity Partners's IVOV Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 8.7% in Q2 2026, selling an estimated $20.1K and leaving 1,933 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

Cerity Partners first reported a position in IVOV in Q1 2021 and has held it in 15 quarters since. The position peaked at $245K in Q4 2021. 165 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Cerity Partners held 1,933 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $221K as of Q2 2026.
  • Cerity Partners sold 184 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2994 holding.
  • Cerity Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 15 quarters since.
  • Cerity Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $245K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.