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

Creative Planning’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	$1.34M	Buy	13,149 +675	+5%	+$71K	﹤0.01%	2224
2025 Q4	$1.26M	Sell	12,474 -708	-5%	-$71.5K	﹤0.01%	2101
2025 Q3	$1.33M	Buy	13,182 +3,193	+32%	+$316K	﹤0.01%	1861
2025 Q2	$954K	Buy	9,989 +10	+0.1%	+$905	﹤0.01%	1898
2025 Q1	$919K	Hold	9,979	–	–	﹤0.01%	1780
2024 Q4	$954K	Sell	9,979 -53	-0.5%	-$5.24K	﹤0.01%	1679
2024 Q3	$960K	Sell	10,032 -811	-7%	-$74.3K	﹤0.01%	1541
2024 Q2	$950K	Sell	10,843 -3,013	-22%	-$264K	﹤0.01%	1439
2024 Q1	$1.26M	Sell	13,856 -164	-1%	-$14.1K	﹤0.01%	1189
2023 Q4	$1.22M	Sell	14,020 -3,334	-19%	-$264K	﹤0.01%	1132
2023 Q3	$1.35M	Buy	17,354 +3,264	+23%	+$268K	﹤0.01%	1023
2023 Q2	$1.16M	Buy	14,090 +213	+2%	+$16.6K	﹤0.01%	1063
2023 Q1	$1.09M	Buy	13,877 +131	+1%	+$10.7K	﹤0.01%	1037
2022 Q4	$1.05M	Sell	13,746 -1,100	-7%	-$84.8K	﹤0.01%	1003
2022 Q3	$1.03M	Sell	14,846 -142	-0.9%	-$10.9K	﹤0.01%	955
2022 Q2	$1.08M	Hold	14,988	–	–	﹤0.01%	939
2022 Q1	$1.25M	Buy	14,988 +3,334	+29%	+$274K	﹤0.01%	881
2021 Q4	$983K	Sell	11,654 -3,438	-23%	-$289K	﹤0.01%	970
2021 Q3	$1.2M	Buy	15,092 +2,996	+25%	+$242K	﹤0.01%	867
2021 Q2	$979K	Buy	12,096 +1,104	+10%	+$90.3K	﹤0.01%	942
2021 Q1	$859K	Hold	10,992	–	–	﹤0.01%	1117
2020 Q4	$724K	Buy	10,992 +142	+1%	+$8.65K	﹤0.01%	1110
2020 Q3	$569K	Buy	10,850 +582	+6%	+$31.1K	﹤0.01%	1070
2020 Q2	$528K	Sell	10,268 -280	-3%	-$13.5K	﹤0.01%	1003
2020 Q1	$445K	Buy	10,548 +80	+0.8%	+$4.58K	﹤0.01%	1004
2019 Q4	$681K	Hold	10,468	–	–	﹤0.01%	957
2019 Q3	$646K	Hold	10,468	–	–	﹤0.01%	938
2019 Q2	$643K	Hold	10,468	–	–	﹤0.01%	945
2019 Q1	$628K	Sell	10,468 -178	-2%	-$10.5K	﹤0.01%	924
2018 Q4	$560K	Sell	10,646 -100	-0.9%	-$5.87K	﹤0.01%	904
2018 Q3	$692K	Buy	10,746 +100	+0.9%	+$6.41K	﹤0.01%	916
2018 Q2	$661K	Hold	10,646	–	–	﹤0.01%	940
2018 Q1	$628K	Buy	10,646 +200	+2%	+$12.1K	﹤0.01%	968
2017 Q4	$636K	Hold	10,446	–	–	﹤0.01%	934
2017 Q3	$612K	Buy	10,446 +5,370	+106%	+$305K	﹤0.01%	952
2017 Q2	$289K	Hold	5,076	–	–	﹤0.01%	1310
2017 Q1	$287K	Sell	5,076 -440	-8%	-$24.8K	﹤0.01%	1294
2016 Q4	$304K	Buy	5,516 +440	+9%	+$23.3K	﹤0.01%	1178
2016 Q3	$258K	Sell	5,076 -970	-16%	-$48.8K	﹤0.01%	1266
2016 Q2	$294K	Buy	+6,046	New	+$288K	﹤0.01%	1061

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's IVOV Position: Q1 2026 in Review

Creative Planning increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 5.4% in Q1 2026, buying an estimated $71K and bringing the position to 13,149 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Creative Planning first reported a position in IVOV in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.35M in Q3 2023. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Creative Planning held 13,149 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.34M as of Q1 2026.
Creative Planning bought 675 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $71K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2224 holding.
Creative Planning first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 40 quarters since.
Creative Planning's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.35M in Q3 2023.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.