D.E. Shaw & Co
IVOV icon

D.E. Shaw & Co’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

D.E. Shaw & Co’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
2024
Q2 		– Sell
-3,217
Closed -$292K – 4653
2024
Q1 		$292K Buy
+3,217
New +$277K ﹤0.01% 3742

Other funds holding IVOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

D.E. Shaw & Co's IVOV Position: Q2 2024 in Review

D.E. Shaw & Co sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2024, closing a stake of 3,217 shares — an estimated $292K sold.

D.E. Shaw & Co first reported a position in IVOV in Q1 2024 and held it in 1 quarter. The position peaked at $292K in Q1 2024. 123 funds tracked by Wall St. Rank hold IVOV as of Q2 2024.

  • D.E. Shaw & Co reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 3,217 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $292K.
  • D.E. Shaw & Co first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and held it in 1 quarter.
  • D.E. Shaw & Co's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $292K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on D.E. Shaw & Co's 13F filing for Q2 2024, filed 14 Aug 2024.