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

IFG 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	$282K	Hold	2,770	–	–	0.05%	127
2025 Q4	$280K	Hold	2,770	–	–	0.05%	127
2025 Q3	$279K	Hold	2,770	–	–	0.05%	124
2025 Q2	$264K	Hold	2,770	–	–	0.04%	135
2025 Q1	$255K	Hold	2,770	–	–	0.05%	129
2024 Q4	$265K	Hold	2,770	–	–	0.05%	124
2024 Q3	$265K	Hold	2,770	–	–	0.06%	118
2024 Q2	$243K	Hold	2,770	–	–	0.06%	124
2024 Q1	$252K	Hold	2,770	–	–	0.07%	116
2023 Q4	$241K	Hold	2,770	–	–	0.07%	110
2023 Q3	$216K	Hold	2,770	–	–	0.08%	111
2023 Q2	$228K	Hold	2,770	–	–	0.08%	112
2023 Q1	$218K	Hold	2,770	–	–	0.09%	113
2022 Q4	$212K	Buy	+2,770	New	+$213K	0.09%	116

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

IFG Advisors's IVOV Position: Q1 2026 in Review

IFG Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 2,770 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #127.

IFG Advisors first reported a position in IVOV in Q4 2022 and has held it in 14 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

IFG Advisors held 2,770 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $282K as of Q1 2026.
IFG 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 0.05% of IFG Advisors's portfolio in Q1 2026, its #127 holding.
IFG Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on IFG Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.