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
2026 Q2	$29.4K	Buy	+258	New	+$28.1K	﹤0.01%	2842
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 $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's IVOV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 258 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IVOV as recently as Q4 2025.

Global Retirement Partners first reported a position in IVOV in Q1 2023 and has held it in 12 quarters since. The position peaked at $90.8K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Global Retirement Partners held 258 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $29.4K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2842 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 12 quarters since.
Global Retirement Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $90.8K in Q4 2025.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.