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 Q2	$619K	Sell	5,429 -3,975	-42%	-$433K	﹤0.01%	2082
2026 Q1	$959K	Buy	9,404 +3,549	+61%	+$373K	﹤0.01%	1687
2025 Q4	$591K	Sell	5,855 -4,069	-41%	-$411K	﹤0.01%	1786
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 $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth's IVOV Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 42% in Q2 2026, selling an estimated $433K and leaving 5,429 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Corient Private Wealth first reported a position in IVOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1,000K in Q3 2025. 171 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Corient Private Wealth held 5,429 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $619K as of Q2 2026.
Corient Private Wealth sold 3,975 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $433K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2082 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 9 quarters since.
Corient Private Wealth's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1,000K in Q3 2025.
171 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.