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

Cooper 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
2025
Q1 		– Sell
-2,776
Closed -$265K – 393
2024
Q4 		$265K Buy
2,776
+114
+4% +$11.3K 0.03% 330
2024
Q3 		$255K Buy
2,662
+68
+3% +$6.23K 0.03% 335
2024
Q2 		$227K Sell
2,594
-24
-0.9% -$2.1K 0.03% 351
2024
Q1 		$238K Sell
2,618
-3,887
-60% -$335K 0.04% 320
2023
Q4 		$567K Buy
6,505
+302
+5% +$24K 0.1% 187
2023
Q3 		$483K Buy
+6,203
New +$509K 0.12% 195

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Cooper Financial Group's IVOV Position: Q1 2025 in Review

Cooper Financial Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2025, closing a stake of 2,776 shares — an estimated $265K sold.

Cooper Financial Group first reported a position in IVOV in Q3 2023 and held it in 6 quarters. The position peaked at $567K in Q4 2023. 152 funds tracked by Wall St. Rank hold IVOV as of Q1 2025.

  • Cooper Financial Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Cooper Financial Group sold 2,776 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $265K.
  • Cooper Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and held it in 6 quarters.
  • Cooper Financial Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $567K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Cooper Financial Group's 13F filing for Q1 2025, filed 12 May 2025.