Heritage Wealth Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Heritage Wealth 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 Q1	$20.2K	Hold	198	–	–	﹤0.01%	441
2025 Q4	$20K	Hold	198	–	–	﹤0.01%	402
2025 Q3	$20K	Sell	198 -1,777	-90%	-$176K	﹤0.01%	378
2025 Q2	$189K	Buy	+1,975	New	+$179K	0.01%	210

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Advisors's IVOV Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 198 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Heritage Wealth Advisors first reported a position in IVOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $189K in Q2 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Heritage Wealth Advisors held 198 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $20.2K as of Q1 2026.
Heritage Wealth Advisors left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #441 holding.
Heritage Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 4 quarters since.
Heritage Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $189K in Q2 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.