Commonwealth Equity Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Commonwealth Equity Services’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	$7.46M	Buy	73,193 +22,851	+45%	+$2.4M	0.01%	1080
2025 Q4	$5.09M	Sell	50,342 -2,224	-4%	-$225K	0.01%	1307
2025 Q3	$5.3M	Buy	52,566 +998	+2%	+$98.8K	0.01%	1307
2025 Q2	$4.92M	Sell	51,568 -2,841	-5%	-$257K	0.01%	1337
2025 Q1	$5.01M	Buy	54,409 +4,796	+10%	+$460K	0.01%	1280
2024 Q4	$4.74M	Buy	49,613 +8,672	+21%	+$858K	0.01%	1268
2024 Q3	$3.92M	Sell	40,941 -12,510	-23%	-$1.15M	0.01%	1384
2024 Q2	$4.68M	Buy	53,451 +3,714	+7%	+$325K	0.01%	1230
2024 Q1	$4.52M	Buy	49,737 +15,870	+47%	+$1.37M	0.01%	1233
2023 Q4	$2.95M	Buy	33,867 +8,710	+35%	+$691K	0.01%	1442
2023 Q3	$1.96M	Buy	25,157 +2,530	+11%	+$208K	﹤0.01%	1618
2023 Q2	$1.86M	Buy	22,627 +12	+0.1%	+$934	﹤0.01%	1668
2023 Q1	$1.78K	Sell	22,615 -1,375	-6%	-$112K	﹤0.01%	1638
2022 Q4	$1.84M	Buy	23,990 +7,468	+45%	+$576K	﹤0.01%	1552
2022 Q3	$1.15M	Buy	16,522 +366	+2%	+$28K	﹤0.01%	1799
2022 Q2	$1.17M	Buy	16,156 +688	+4%	+$53.7K	﹤0.01%	1771
2022 Q1	$1.29M	Buy	15,468 +1,324	+9%	+$109K	﹤0.01%	1800
2021 Q4	$1.19M	Buy	14,144 +2,370	+20%	+$199K	﹤0.01%	1858
2021 Q3	$936K	Sell	11,774 -190	-2%	-$15.3K	﹤0.01%	1977
2021 Q2	$968K	Sell	11,964 -658	-5%	-$53.8K	﹤0.01%	1937
2021 Q1	$986K	Buy	12,622 +4,408	+54%	+$321K	﹤0.01%	1804
2020 Q4	$540K	Buy	8,214 +3,412	+71%	+$208K	﹤0.01%	2108
2020 Q3	$251K	Buy	4,802 +550	+13%	+$29.4K	﹤0.01%	2513
2020 Q2	$218K	Buy	+4,252	New	+$205K	﹤0.01%	2525
2020 Q1	–	Sell	-7,410	Closed	-$482K	–	2893
2019 Q4	$482K	Buy	7,410 +58	+0.8%	+$3.67K	﹤0.01%	1945
2019 Q3	$453K	Sell	7,352 -878	-11%	-$53.1K	﹤0.01%	1901
2019 Q2	$505K	Buy	8,230 +166	+2%	+$10.1K	﹤0.01%	1784
2019 Q1	$483K	Buy	8,064 +2,574	+47%	+$152K	﹤0.01%	1781
2018 Q4	$288K	Sell	5,490 -3,542	-39%	-$208K	﹤0.01%	2042
2018 Q3	$581K	Buy	9,032 +820	+10%	+$52.5K	﹤0.01%	1687
2018 Q2	$510K	Buy	8,212 +2,994	+57%	+$183K	﹤0.01%	1734
2018 Q1	$307K	Buy	5,218 +726	+16%	+$43.8K	﹤0.01%	2048
2017 Q4	$273K	Sell	4,492 -86	-2%	-$5.15K	﹤0.01%	2111
2017 Q3	$268K	Sell	4,578 -136	-3%	-$7.71K	﹤0.01%	2058
2017 Q2	$269K	Buy	4,714 +148	+3%	+$8.33K	﹤0.01%	1994
2017 Q1	$258K	Buy	4,566 +378	+9%	+$21.3K	﹤0.01%	1968
2016 Q4	$231K	Buy	+4,188	New	+$221K	﹤0.01%	1960

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

Commonwealth Equity Services's IVOV Position: Q1 2026 in Review

Commonwealth Equity Services increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 45% in Q1 2026, buying an estimated $2.4M and bringing the position to 73,193 shares worth $7.46M. The position accounts for 0.01% of the portfolio, ranked #1080.

Commonwealth Equity Services first reported a position in IVOV in Q4 2016 and has held it in 37 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Commonwealth Equity Services held 73,193 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $7.46M as of Q1 2026.
Commonwealth Equity Services bought 22,851 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $2.4M.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1080 holding.
Commonwealth Equity Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 37 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.