Founders Capital Management (Texas)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Founders Capital Management (Texas)’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	$78.5K	Hold	770	–	–	0.04%	106
2025 Q4	$77.8K	Hold	770	–	–	0.04%	104
2025 Q3	$77.6K	Hold	770	–	–	0.04%	100
2025 Q2	$73.5K	Hold	770	–	–	0.04%	104
2025 Q1	$70.9K	Hold	770	–	–	0.05%	104
2024 Q4	$73.6K	Hold	770	–	–	0.05%	104
2024 Q3	$73.7K	Hold	770	–	–	0.04%	104
2024 Q2	$67.4K	Hold	770	–	–	0.04%	113
2024 Q1	$69.9K	Hold	770	–	–	0.05%	115
2023 Q4	$67.1K	Sell	770 -188	-20%	-$14.9K	0.05%	115
2023 Q3	$74.6K	Sell	958 -204	-18%	-$16.8K	0.06%	97
2023 Q2	$95.7K	Hold	1,162	–	–	0.07%	93
2023 Q1	$91K	Buy	+1,162	New	+$94.6K	0.07%	92

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Capital Management (Texas)'s IVOV Position: Q1 2026 in Review

Founders Capital Management (Texas) held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 770 shares worth $78.5K. The position accounts for 0.04% of the portfolio, ranked #106.

Founders Capital Management (Texas) first reported a position in IVOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $95.7K in Q2 2023. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Founders Capital Management (Texas) held 770 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $78.5K as of Q1 2026.
Founders Capital Management (Texas) left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.04% of Founders Capital Management (Texas)'s portfolio in Q1 2026, its #106 holding.
Founders Capital Management (Texas) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 13 quarters since.
Founders Capital Management (Texas)'s Vanguard S&P Mid-Cap 400 Value ETF position peaked at $95.7K in Q2 2023.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.