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

Cetera 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
2024
Q1 		$266K Buy
+2,929
New +$252K ﹤0.01% 2020
2019
Q2 		– Sell
-484
Closed -$29K – 1118
2019
Q1 		$29K Buy
+484
New +$28.5K ﹤0.01% 1036

Other funds holding IVOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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 Advisors's IVOV Position: Q1 2024 in Review

Cetera Advisors opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2024: 2,929 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IVOV as recently as Q1 2019.

Cetera Advisors first reported a position in IVOV in Q1 2019 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IVOV as of Q1 2024.

  • Cetera Advisors held 2,929 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $266K as of Q1 2024.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Cetera Advisors position in Q1 2024.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2020 holding.
  • Cetera Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2024.

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