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

EverSource 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 		$124K Buy
+1,084
New +$118K ﹤0.01% 1271

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
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
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 1,084 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings.

76 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • EverSource Wealth Advisors held 1,084 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $124K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1271 holding.
  • 76 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.