Corient Private Wealth
IVOV icon

Corient Private Wealth’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Corient Private Wealth’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 		$959K Sell
9,404
-2,306
-20% -$243K ﹤0.01% 1687
2025
Q4 		$1.18M Buy
11,710
+1,786
+18% +$180K ﹤0.01% 1803
2025
Q3 		$1,000K Buy
9,924
+7,096
+251% +$703K ﹤0.01% 1421
2025
Q2 		$270K Sell
2,828
-487
-15% -$44.1K ﹤0.01% 2055
2025
Q1 		$305K Sell
3,315
-996
-23% -$95.6K ﹤0.01% 1841
2024
Q4 		$412K Sell
4,311
-550
-11% -$54.4K ﹤0.01% 1718
2024
Q3 		$465K Buy
+4,861
New +$446K ﹤0.01% 1780
2024
Q2 		– Sell
-2,849
Closed -$259K – 2351
2024
Q1 		$259K Buy
+2,849
New +$245K ﹤0.01% 1974

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
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 $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth's IVOV Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 20% in Q1 2026, selling an estimated $243K and leaving 9,404 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Corient Private Wealth first reported a position in IVOV in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Corient Private Wealth held 9,404 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $959K as of Q1 2026.
  • Corient Private Wealth sold 2,306 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $243K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1687 holding.
  • Corient Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.18M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.