CVA Family Office’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

CVA Family Office’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 Q1	–	Sell	-22	Closed	-$2.1K	–	1429
2024 Q4	$2.1K	Hold	22	–	–	﹤0.01%	983
2024 Q3	$2.11K	Hold	22	–	–	﹤0.01%	974
2024 Q2	$1.93K	Hold	22	–	–	﹤0.01%	970
2024 Q1	$2K	Hold	22	–	–	﹤0.01%	933
2023 Q4	$1.92K	Buy	+22	New	+$1.75K	﹤0.01%	914
2023 Q3	–	Sell	-22	Closed	-$1.81K	–	594
2023 Q2	$1.81K	Hold	22	–	–	﹤0.01%	895
2023 Q1	$1.73K	Buy	+22	New	+$1.79K	﹤0.01%	868

Other funds holding IVOV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

CVA Family Office's IVOV Position: Q1 2025 in Review

CVA Family Office sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2025, closing a stake of 22 shares — an estimated $2.1K sold.

CVA Family Office first reported a position in IVOV in Q1 2023 and held it in 7 quarters. The position peaked at $2.11K in Q3 2024. 152 funds tracked by Wall St. Rank hold IVOV as of Q1 2025.

CVA Family Office reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
CVA Family Office sold 22 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $2.1K.
CVA Family Office first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 7 quarters.
CVA Family Office's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2.11K in Q3 2024.
152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on CVA Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.