FFO
IVOV icon

Fortitude Family Office’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Fortitude Family Office’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 		$1.5M Hold
13,160
– – 0.29% 56
2026
Q1 		$1.34M Hold
13,160
– – 0.3% 56
2025
Q4 		$1.33M Hold
13,160
– – 0.31% 62
2025
Q3 		$1.33M Buy
+13,160
New +$1.3M 0.36% 57

Other funds holding IVOV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fortitude Family Office's IVOV Position: Q2 2026 in Review

Fortitude Family Office held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 13,160 shares worth $1.5M. The position accounts for 0.29% of the portfolio, ranked #56.

Fortitude Family Office first reported a position in IVOV in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Fortitude Family Office held 13,160 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.5M as of Q2 2026.
  • Fortitude Family Office left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.29% of Fortitude Family Office's portfolio in Q2 2026, its #56 holding.
  • Fortitude Family Office first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.