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Christopher J. Hasenberg’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Christopher J. Hasenberg’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
2025
Q2 		$8.21K Sell
86
-1,347
-94% -$122K ﹤0.01% 153
2025
Q1 		$132K Sell
1,433
-43,288
-97% -$4.16M 0.05% 33
2024
Q4 		$4.27M Buy
44,721
+44,699
+203,177% +$4.42M 1.72% 15
2024
Q3 		$2.08K Hold
22
– – ﹤0.01% 150
2024
Q2 		$1.93K Hold
22
– – ﹤0.01% 123
2024
Q1 		$2K Buy
+22
New +$1.89K ﹤0.01% 99

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Christopher J. Hasenberg's IVOV Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 94% in Q2 2025, selling an estimated $122K and leaving 86 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Christopher J. Hasenberg first reported a position in IVOV in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.27M in Q4 2024. 154 funds tracked by Wall St. Rank hold IVOV as of Q2 2025.

  • Christopher J. Hasenberg held 86 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $8.21K as of Q2 2025.
  • Christopher J. Hasenberg sold 1,347 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $122K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #153 holding.
  • Christopher J. Hasenberg first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • Christopher J. Hasenberg's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $4.27M in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.