GRP
IVOV icon

Global Retirement Partners’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Global Retirement Partners’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
2025
Q4 		$90.8K Buy
899
+11
+1% +$1.11K ﹤0.01% 1971
2025
Q3 		$89.5K Hold
888
– – ﹤0.01% 1566
2025
Q2 		$84.8K Buy
+888
New +$80.4K ﹤0.01% 1510
2024
Q4 		$84.9K Buy
888
+630
+244% +$62.3K ﹤0.01% 1354
2024
Q3 		$24.7K Hold
258
– – ﹤0.01% 1891
2024
Q2 		$22.6K Hold
258
– – ﹤0.01% 1921
2024
Q1 		$23.4K Hold
258
– – ﹤0.01% 1741
2023
Q4 		$21.7K Hold
258
– – ﹤0.01% 1720
2023
Q3 		$19.6K Hold
258
– – ﹤0.01% 1654
2023
Q2 		$21.2K Hold
258
– – ﹤0.01% 1644
2023
Q1 		$19.7K Buy
+258
New +$21K ﹤0.01% 1644

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Global Retirement Partners's IVOV Position: Q4 2025 in Review

Global Retirement Partners increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.2% in Q4 2025, buying an estimated $1.11K and bringing the position to 899 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Global Retirement Partners first reported a position in IVOV in Q1 2023 and has held it in 11 quarters since. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

  • Global Retirement Partners held 899 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $90.8K as of Q4 2025.
  • Global Retirement Partners bought 11 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $1.11K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1971 holding.
  • Global Retirement Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 11 quarters since.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.