Cetera Advisor Networks’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$812K	Buy	+8,945	New	+$770K	﹤0.01%	1596
2020 Q3	–	Sell	-184	Closed	-$9K	–	2122
2020 Q2	$9K	Buy	+184	New	+$8.89K	﹤0.01%	2753
2017 Q2	–	Sell	-52,394	Closed	-$2.96M	–	940
2017 Q1	$2.96M	Sell	52,394 -16,588	-24%	-$934K	0.14%	152
2016 Q4	$3.8M	Sell	68,982 -65,034	-49%	-$3.44M	0.2%	107
2016 Q3	$6.82M	Buy	134,016 +68,734	+105%	+$3.46M	0.26%	91
2016 Q2	$3.18M	Buy	65,282 +4,132	+7%	+$197K	0.18%	125
2016 Q1	$2.88M	Buy	61,150 +674	+1%	+$28.8K	0.18%	125
2015 Q4	$2.67M	Buy	60,476 +3,072	+5%	+$141K	0.17%	138
2015 Q3	$2.52M	Buy	57,404 +5,618	+11%	+$262K	0.17%	134
2015 Q2	$2.57M	Hold	51,786	–	–	0.16%	137
2015 Q1	$2.57M	Buy	51,786 +2,334	+5%	+$113K	0.16%	137
2014 Q4	$2.39M	Buy	49,452 +1,120	+2%	+$52.7K	0.17%	133
2014 Q3	$2.21M	Buy	48,332 +2,262	+5%	+$107K	0.15%	147
2014 Q2	$2.22M	Buy	46,070 +6,856	+17%	+$315K	0.15%	158
2014 Q1	$1.78M	Buy	39,214 +9,136	+30%	+$403K	0.13%	169
2013 Q4	$1.32M	Buy	30,078 +4,212	+16%	+$179K	0.1%	211
2013 Q3	$1.05M	Buy	+25,866	New	+$1.04M	0.09%	216

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Cetera Advisor Networks's IVOV Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2024: 8,945 shares worth $812K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in IVOV as recently as Q2 2020.

Cetera Advisor Networks first reported a position in IVOV in Q3 2013 and has held it in 17 quarters since. The position peaked at $6.82M in Q3 2016. 124 funds tracked by Wall St. Rank hold IVOV as of Q1 2024.

Cetera Advisor Networks held 8,945 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $812K as of Q1 2024.
Vanguard S&P Mid-Cap 400 Value ETF was a new Cetera Advisor Networks position in Q1 2024.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1596 holding.
Cetera Advisor Networks first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2013 and has held it in 17 quarters since.
Cetera Advisor Networks's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $6.82M in Q3 2016.
124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.