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

Claris Financial’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 		$204K Buy
+2,000
New +$210K 0.11% 169

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RT
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Claris Financial's IVOV Position: Q1 2026 in Review

Claris Financial opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026: 2,000 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Claris Financial held 2,000 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $204K as of Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Claris Financial position in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.11% of Claris Financial's portfolio in Q1 2026, its #169 holding.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.