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

Creative Financial Designs’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	$23.7K	Hold	208	–	–	﹤0.01%	1245
2026 Q1	$21.2K	Hold	208	–	–	﹤0.01%	1185
2025 Q4	$21K	Hold	208	–	–	﹤0.01%	1140
2025 Q3	$21K	Hold	208	–	–	﹤0.01%	1134
2025 Q2	$19.9K	Hold	208	–	–	﹤0.01%	1143
2025 Q1	$19.1K	Hold	208	–	–	﹤0.01%	1099
2024 Q4	$19.9K	Hold	208	–	–	﹤0.01%	1052
2024 Q3	$19.9K	Hold	208	–	–	﹤0.01%	1034
2024 Q2	$18.2K	Hold	208	–	–	﹤0.01%	1017
2024 Q1	$18.9K	Hold	208	–	–	﹤0.01%	983
2023 Q4	$18.1K	Hold	208	–	–	﹤0.01%	943
2023 Q3	$16.2K	Hold	208	–	–	﹤0.01%	909
2023 Q2	$17.1K	Buy	+208	New	+$16.2K	﹤0.01%	886
2021 Q2	–	Sell	-108	Closed	-$8K	–	1427
2021 Q1	$8K	Hold	108	–	–	﹤0.01%	976
2020 Q4	$7K	Sell	108 -2	-2%	-$122	﹤0.01%	920
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	893
2020 Q2	$6K	Buy	+110	New	+$5.31K	﹤0.01%	847
2019 Q1	–	Sell	-200	Closed	-$11K	–	604
2018 Q4	$11K	Sell	200 -60	-23%	-$3.52K	0.01%	352
2018 Q3	$17K	Hold	260	–	–	0.01%	359
2018 Q2	$16K	Hold	260	–	–	0.01%	391
2018 Q1	$15K	Hold	260	–	–	0.01%	370
2017 Q4	$16K	Hold	260	–	–	0.01%	347
2017 Q3	$15K	Hold	260	–	–	0.01%	368
2017 Q2	$15K	Sell	260 -250	-49%	-$14.1K	0.01%	359
2017 Q1	$29K	Sell	510 -24	-4%	-$1.35K	0.02%	279
2016 Q4	$29K	Buy	+534	New	+$28.2K	0.02%	275

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

Creative Financial Designs's IVOV Position: Q2 2026 in Review

Creative Financial Designs held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 208 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Creative Financial Designs first reported a position in IVOV in Q4 2016 and has held it in 26 quarters since. The position peaked at $29K in Q1 2017. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Creative Financial Designs held 208 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $23.7K as of Q2 2026.
Creative Financial Designs left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1245 holding.
Creative Financial Designs first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 26 quarters since.
Creative Financial Designs's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $29K in Q1 2017.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.