Citizens Financial Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Citizens Financial Group’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	$309K	Sell	3,028 -48	-2%	-$5.05K	﹤0.01%	682
2025 Q4	$311K	Buy	3,076 +54	+2%	+$5.45K	﹤0.01%	649
2025 Q3	$304K	Hold	3,022	–	–	﹤0.01%	642
2025 Q2	$288K	Sell	3,022 -50	-2%	-$4.53K	﹤0.01%	587
2025 Q1	$283K	Hold	3,072	–	–	0.01%	514
2024 Q4	$294K	Buy	3,072 +52	+2%	+$5.14K	0.01%	484
2024 Q3	$289K	Hold	3,020	–	–	0.01%	469
2024 Q2	$264K	Buy	+3,020	New	+$265K	0.01%	465

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

Citizens Financial Group's IVOV Position: Q1 2026 in Review

Citizens Financial Group reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.6% in Q1 2026, selling an estimated $5.05K and leaving 3,028 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Citizens Financial Group first reported a position in IVOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $311K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Citizens Financial Group held 3,028 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $309K as of Q1 2026.
Citizens Financial Group sold 48 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $5.05K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q1 2026, its #682 holding.
Citizens Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 8 quarters since.
Citizens Financial Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $311K in Q4 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.