CWM
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Crowley Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-600
Closed -$60.5K – 179
2025
Q3 		$60.5K Hold
600
– – 0.05% 139
2025
Q2 		$57.3K Hold
600
– – 0.05% 138
2025
Q1 		$55.2K Hold
600
– – 0.05% 134
2024
Q4 		$57.3K Buy
+600
New +$59.3K 0.05% 130

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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Crowley Wealth Management's IVOV Position: Q4 2025 in Review

Crowley Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 600 shares — an estimated $60.5K sold.

Crowley Wealth Management first reported a position in IVOV in Q4 2024 and held it in 4 quarters. The position peaked at $60.5K in Q3 2025. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

  • Crowley Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 600 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $60.5K.
  • Crowley Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $60.5K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.