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

Cetera Investment Advisers’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	$1.61M	Buy	15,786 +442	+3%	+$46.5K	﹤0.01%	2481
2025 Q4	$1.55M	Buy	15,344 +165	+1%	+$16.7K	﹤0.01%	2437
2025 Q3	$1.53M	Buy	15,179 +2,278	+18%	+$226K	﹤0.01%	2404
2025 Q2	$1.23M	Sell	12,901 -8,628	-40%	-$781K	﹤0.01%	2200
2025 Q1	$1.98M	Buy	21,529 +7,900	+58%	+$758K	﹤0.01%	1755
2024 Q4	$1.3M	Buy	13,629 +5,928	+77%	+$586K	﹤0.01%	1971
2024 Q3	$737K	Sell	7,701 -7,185	-48%	-$658K	﹤0.01%	2340
2024 Q2	$1.3M	Buy	14,886 +1,191	+9%	+$104K	﹤0.01%	1876
2024 Q1	$1.24M	Buy	13,695 +11,115	+431%	+$957K	﹤0.01%	1907
2023 Q4	$225K	Buy	+2,580	New	+$205K	﹤0.01%	1972

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's IVOV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 2.9% in Q1 2026, buying an estimated $46.5K and bringing the position to 15,786 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Cetera Investment Advisers first reported a position in IVOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q1 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Cetera Investment Advisers held 15,786 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.61M as of Q1 2026.
Cetera Investment Advisers bought 442 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $46.5K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2481 holding.
Cetera Investment Advisers first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
Cetera Investment Advisers's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.98M in Q1 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.