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

Flagship Harbor 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
Q1 		– Sell
-1,104
Closed -$112K – 1463
2025
Q4 		$112K Buy
+1,104
New +$111K 0.01% 841

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

Flagship Harbor Advisors's IVOV Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 1,104 shares — an estimated $112K sold.

Flagship Harbor Advisors first reported a position in IVOV in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,104 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $112K.
  • Flagship Harbor Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $112K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.