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Hobart Private Capital’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Hobart Private Capital’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 		$428K Hold
3,756
– – 0.07% 103
2026
Q1 		$383K Hold
3,756
– – 0.08% 94
2025
Q4 		$379K Sell
3,756
-26
-0.7% -$2.63K 0.07% 98
2025
Q3 		$381K Buy
3,782
+26
+0.7% +$2.58K 0.08% 93
2025
Q2 		$359K Hold
3,756
– – 0.08% 90
2025
Q1 		$346K Hold
3,756
– – 0.09% 75
2024
Q4 		$359K Hold
3,756
– – 0.09% 71
2024
Q3 		$360K Hold
3,756
– – 0.09% 63
2024
Q2 		$329K Buy
+3,756
New +$329K 0.09% 62

Other funds holding IVOV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hobart Private Capital's IVOV Position: Q2 2026 in Review

Hobart Private Capital held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 3,756 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #103.

Hobart Private Capital first reported a position in IVOV in Q2 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Hobart Private Capital held 3,756 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $428K as of Q2 2026.
  • Hobart Private Capital left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.07% of Hobart Private Capital's portfolio in Q2 2026, its #103 holding.
  • Hobart Private Capital first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.