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

Howe & Rusling’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
2025
Q4 		– Sell
-1,141
Closed -$115K – 491
2025
Q3 		$115K Hold
1,141
– – 0.01% 313
2025
Q2 		$109K Hold
1,141
– – 0.01% 312
2025
Q1 		$105K Sell
1,141
-185
-14% -$17.8K 0.01% 295
2024
Q4 		$127K Buy
+1,326
New +$131K 0.01% 272

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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Howe & Rusling's IVOV Position: Q4 2025 in Review

Howe & Rusling sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 1,141 shares — an estimated $115K sold.

Howe & Rusling first reported a position in IVOV in Q4 2024 and held it in 4 quarters. The position peaked at $127K in Q4 2024. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

  • Howe & Rusling reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Howe & Rusling sold 1,141 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $115K.
  • Howe & Rusling first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 4 quarters.
  • Howe & Rusling's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $127K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.