EK
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Evensky & Katz’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Evensky & Katz’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
Q3 		– Sell
-931
Closed -$89K – 74
2025
Q2 		$89K Buy
+931
New +$84.3K 0.01% 70

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
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
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

Evensky & Katz's IVOV Position: Q3 2025 in Review

Evensky & Katz sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2025, closing a stake of 931 shares — an estimated $89K sold.

Evensky & Katz first reported a position in IVOV in Q2 2025 and held it in 1 quarter. The position peaked at $89K in Q2 2025. 157 funds tracked by Wall St. Rank hold IVOV as of Q3 2025.

  • Evensky & Katz reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Evensky & Katz sold 931 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $89K.
  • Evensky & Katz first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 1 quarter.
  • Evensky & Katz's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $89K in Q2 2025.
  • 157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Evensky & Katz's 13F filing for Q3 2025, filed 13 Nov 2025.