Glass Jacobson Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Glass Jacobson Investment 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	$45K	Hold	394	–	–	0.01%	342
2026 Q1	$40.2K	Hold	394	–	–	0.01%	343
2025 Q4	$39.8K	Buy	394 +7	+2%	+$707	0.01%	335
2025 Q3	$39K	Hold	387	–	–	0.01%	330
2025 Q2	$37K	Buy	387 +6	+2%	+$543	0.01%	324
2025 Q1	$36.4K	Hold	381	–	–	0.01%	419
2024 Q4	$36.4K	Buy	381 +6	+2%	+$593	0.01%	419
2024 Q3	$35.9K	Hold	375	–	–	0.01%	416
2024 Q2	$32.8K	Hold	375	–	–	0.01%	408
2024 Q1	$34K	Sell	375 -597	-61%	-$51.4K	0.01%	408
2023 Q4	$84.8K	Buy	972 +14	+1%	+$1.11K	0.03%	285
2023 Q3	$74.6K	Buy	958 +129	+16%	+$10.6K	0.03%	291
2023 Q2	$68.2K	Buy	+829	New	+$64.5K	0.03%	302
2022 Q4	$45.2K	Buy	+590	New	+$45.5K	0.02%	352

Other funds holding IVOV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Glass Jacobson Investment Advisors's IVOV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 394 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #342.

Glass Jacobson Investment Advisors first reported a position in IVOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $84.8K in Q4 2023. 59 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Glass Jacobson Investment Advisors held 394 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $45K as of Q2 2026.
Glass Jacobson Investment Advisors 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 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #342 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $84.8K in Q4 2023.
59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.