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

Cornerstone Financial Management’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 		$1.7M Sell
14,940
-181
-1% -$19.7K 1.37% 19
2026
Q1 		$1.54M Buy
15,121
+216
+1% +$22.7K 1.41% 19
2025
Q4 		$1.51M Buy
+14,905
New +$1.5M 1.41% 19

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

Cornerstone Financial Management's IVOV Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.2% in Q2 2026, selling an estimated $19.7K and leaving 14,940 shares worth $1.7M. The position accounts for 1.37% of the portfolio, ranked #19.

Cornerstone Financial Management first reported a position in IVOV in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Cornerstone Financial Management held 14,940 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.7M as of Q2 2026.
  • Cornerstone Financial Management sold 181 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $19.7K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 1.37% of Cornerstone Financial Management's portfolio in Q2 2026, its #19 holding.
  • Cornerstone Financial Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.