EWA
IVOV icon

EP Wealth Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

EP Wealth Advisors’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 		$3.76M Buy
32,947
+3,312
+11% +$361K 0.01% 442
2026
Q1 		$3.02M Sell
29,635
-90
-0.3% -$9.47K 0.01% 395
2025
Q4 		$3M Buy
+29,725
New +$3M 0.02% 361
2025
Q2 		$2.83M Hold
29,600
– – 0.02% 349
2025
Q1 		$2.72M Hold
29,600
– – 0.02% 313
2024
Q4 		$2.83M Buy
29,600
+89
+0.3% +$8.8K 0.02% 296
2024
Q3 		$2.83M Buy
29,511
+24,703
+514% +$2.26M 0.02% 296
2024
Q2 		$421K Hold
4,808
– – ﹤0.01% 573
2024
Q1 		$437K Hold
4,808
– – 0.01% 544
2023
Q4 		$419K Buy
4,808
+39
+0.8% +$3.09K 0.01% 528
2023
Q3 		$372K Buy
4,769
+857
+22% +$70.4K 0.01% 512
2023
Q2 		$418K Buy
3,912
+1,232
+46% +$95.9K 0.01% 503
2023
Q1 		$238K Sell
2,680
-2,752
-51% -$224K ﹤0.01% 537
2022
Q4 		$417K Buy
+5,432
New +$419K 0.01% 414
2022
Q3 		– Sell
-6,456
Closed -$467K – 479
2022
Q2 		$467K Hold
6,456
– – 0.01% 388
2022
Q1 		$541K Sell
6,456
-90
-1% -$7.4K 0.01% 369
2021
Q4 		$552K Sell
6,546
-40
-0.6% -$3.36K 0.01% 337
2021
Q3 		$524K Hold
6,586
– – 0.01% 323
2021
Q2 		$533K Sell
6,586
-3,050
-32% -$250K 0.01% 323
2021
Q1 		$753K Hold
9,636
– – 0.02% 261
2020
Q4 		$634K Buy
+9,636
New +$587K 0.02% 234
2020
Q2 		– Sell
-15,616
Closed -$754K – 234
2020
Q1 		$659K Sell
15,616
-2,388
-13% -$137K 0.03% 222
2019
Q4 		$1.17M Buy
+18,004
New +$1.14M 0.05% 171

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RT
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's IVOV Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 11% in Q2 2026, buying an estimated $361K and bringing the position to 32,947 shares worth $3.76M. The position accounts for 0.01% of the portfolio, ranked #442.

EP Wealth Advisors first reported a position in IVOV in Q4 2019 and has held it in 23 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • EP Wealth Advisors held 32,947 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $3.76M as of Q2 2026.
  • EP Wealth Advisors bought 3,312 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $361K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #442 holding.
  • EP Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 23 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.