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IVOV icon

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

Harbour Investments’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 		$464K Buy
4,547
+509
+13% +$53.5K 0.01% 1096
2025
Q4 		$408K Sell
4,038
-47
-1% -$4.75K 0.01% 941
2025
Q3 		$412K Sell
4,085
-295
-7% -$29.2K 0.01% 898
2025
Q2 		$418K Sell
4,380
-31
-0.7% -$2.81K 0.01% 837
2025
Q1 		$406K Sell
4,411
-2
-0% -$192 0.01% 798
2024
Q4 		$422K Sell
4,413
-133
-3% -$13.2K 0.01% 754
2024
Q3 		$435K Sell
4,546
-36,279
-89% -$3.32M 0.01% 709
2024
Q2 		$3.58M Buy
40,825
+1,926
+5% +$169K 0.12% 154
2024
Q1 		$3.53M Buy
38,899
+2,200
+6% +$189K 0.13% 156
2023
Q4 		$3.2M Sell
36,699
-80
-0.2% -$6.35K 0.13% 142
2023
Q3 		$2.87M Buy
36,779
+2,123
+6% +$174K 0.14% 140
2023
Q2 		$2.85M Buy
34,656
+942
+3% +$73.3K 0.14% 142
2023
Q1 		$2.65M Buy
33,714
+1,410
+4% +$115K 0.14% 130
2022
Q4 		$2.48M Buy
32,304
+1,816
+6% +$140K 0.15% 126
2022
Q3 		$2.2M Hold
30,488
– – 0.15% 130
2022
Q2 		$2.2M Buy
+30,488
New +$2.38M 0.15% 130
2021
Q4 		$1.83M Buy
21,688
+2,580
+14% +$217K 0.11% 187
2021
Q3 		$1.52M Sell
19,108
-58
-0.3% -$4.68K 0.05% 345
2021
Q2 		$1.55M Buy
19,166
+11,892
+163% +$973K 0.05% 348
2021
Q1 		$568K Buy
+7,274
New +$530K 0.02% 565

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments's IVOV Position: Q1 2026 in Review

Harbour Investments increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 13% in Q1 2026, buying an estimated $53.5K and bringing the position to 4,547 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1096.

Harbour Investments first reported a position in IVOV in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.58M in Q2 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Harbour Investments held 4,547 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $464K as of Q1 2026.
  • Harbour Investments bought 509 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $53.5K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1096 holding.
  • Harbour Investments first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $3.58M in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.