HighTower Advisors
IVOV icon

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

HighTower 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 		$5.59M Sell
54,796
-692
-1% -$72.8K 0.01% 1152
2025
Q4 		$5.6M Sell
55,488
-302
-0.5% -$30.5K 0.01% 1111
2025
Q3 		$5.62M Sell
55,790
-1,576
-3% -$156K 0.01% 1082
2025
Q2 		$5.48M Buy
57,366
+53,936
+1,572% +$4.88M 0.01% 1055
2025
Q1 		$316K Sell
3,430
-1
-0% -$96 ﹤0.01% 2816
2024
Q4 		$328K Buy
3,431
+1
+0% +$99 ﹤0.01% 2823
2024
Q3 		$329K Buy
+3,430
New +$314K ﹤0.01% 2752
2020
Q4 		– Sell
-4,776
Closed -$249K – 2722
2020
Q3 		$249K Hold
4,776
– – ﹤0.01% 1941
2020
Q2 		$245K Sell
4,776
-6
-0.1% -$290 ﹤0.01% 1859
2020
Q1 		$201K Sell
4,782
-258
-5% -$14.8K ﹤0.01% 1787
2019
Q4 		$328K Buy
+5,040
New +$319K ﹤0.01% 1665
2018
Q3 		– Sell
-3,380
Closed -$209K – 2354
2018
Q2 		$209K Hold
3,380
– – ﹤0.01% 1872
2018
Q1 		$200K Sell
3,380
-3,430
-50% -$207K ﹤0.01% 1879
2017
Q4 		$415K Sell
6,810
-6
-0.1% -$359 ﹤0.01% 1539
2017
Q3 		$403K Sell
6,816
-350
-5% -$19.9K ﹤0.01% 1547
2017
Q2 		$411K Buy
7,166
+1,338
+23% +$75.3K ﹤0.01% 1470
2017
Q1 		$328K Buy
+5,828
New +$328K ﹤0.01% 1509

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

HighTower Advisors's IVOV Position: Q1 2026 in Review

HighTower Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.2% in Q1 2026, selling an estimated $72.8K and leaving 54,796 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #1152.

HighTower Advisors first reported a position in IVOV in Q1 2017 and has held it in 17 quarters since. The position peaked at $5.62M in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • HighTower Advisors held 54,796 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $5.59M as of Q1 2026.
  • HighTower Advisors sold 692 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $72.8K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1152 holding.
  • HighTower Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 17 quarters since.
  • HighTower Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $5.62M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.