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 Q2	$6.14M	Sell	53,795 -1,001	-2%	-$109K	0.01%	1146
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 $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 $2.55B 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 $1.89T 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 $3.8B AUM 23.28% 1-Year Est. Return

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

HighTower Advisors's IVOV Position: Q2 2026 in Review

HighTower Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.8% in Q2 2026, selling an estimated $109K and leaving 53,795 shares worth $6.14M. The position accounts for 0.01% of the portfolio, ranked #1146.

HighTower Advisors first reported a position in IVOV in Q1 2017 and has held it in 18 quarters since. 171 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

HighTower Advisors held 53,795 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $6.14M as of Q2 2026.
HighTower Advisors sold 1,001 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $109K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1146 holding.
HighTower Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 18 quarters since.
171 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.