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

Guardian 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	$35.6K	Buy	+312	New	+$34K	﹤0.01%	291

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

Guardian Partners's IVOV Position: Q2 2026 in Review

Guardian Partners opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 312 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings.

53 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Guardian Partners held 312 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $35.6K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new Guardian Partners position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #291 holding.
53 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.