IFP Advisors
IVOV icon

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

IFP 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
Q3 		$53.4K Buy
+500
New +$56.7K ﹤0.01% 2356
2024
Q2 		– Sell
-260
Closed -$23.6K – 3280
2024
Q1 		$23.6K Hold
260
– – ﹤0.01% 1895
2023
Q4 		$22.7K Hold
260
– – ﹤0.01% 1856
2023
Q3 		$20.3K Hold
260
– – ﹤0.01% 1943
2023
Q2 		$21.4K Hold
260
– – ﹤0.01% 1962
2023
Q1 		$32.3K Hold
260
– – ﹤0.01% 1791
2022
Q4 		$16K Sell
260
-288
-53% -$22.2K ﹤0.01% 3068
2022
Q3 		$34K Hold
548
– – ﹤0.01% 2666
2022
Q2 		$34K Hold
548
– – ﹤0.01% 2431
2022
Q1 		$34K Hold
548
– – ﹤0.01% 2431
2021
Q4 		$46K Hold
548
– – ﹤0.01% 1583
2021
Q3 		$44K Hold
548
– – ﹤0.01% 1636
2021
Q2 		$44K Buy
548
+260
+90% +$21.3K ﹤0.01% 1584
2021
Q1 		$22K Buy
+288
New +$21K ﹤0.01% 1816
2019
Q1 		$2K Sell
30
-524
-95% -$30.9K ﹤0.01% 2085
2018
Q4 		$29K Buy
554
+8
+1% +$470 ﹤0.01% 1919
2018
Q3 		$35K Hold
546
– – ﹤0.01% 2109
2018
Q2 		$34K Buy
546
+200
+58% +$12.2K ﹤0.01% 2143
2018
Q1 		$21K Hold
346
– – ﹤0.01% 2355
2017
Q4 		$21K Sell
346
-1,960
-85% -$117K ﹤0.01% 2390
2017
Q3 		$135K Hold
2,306
– – 0.01% 1375
2017
Q2 		$131K Buy
2,306
+854
+59% +$48.1K 0.01% 1383
2017
Q1 		$82K Buy
1,452
+56
+4% +$3.15K ﹤0.01% 1630
2016
Q4 		$77K Buy
1,396
+726
+108% +$38.4K ﹤0.01% 1615
2016
Q3 		$34K Hold
670
– – ﹤0.01% 2056
2016
Q2 		$33K Buy
670
+640
+2,133% +$30.5K ﹤0.01% 2014
2016
Q1 		$2K Sell
30
-640
-96% -$27.4K ﹤0.01% 2084
2015
Q4 		$30K Buy
+670
New +$30.9K ﹤0.01% 1918

Other funds holding IVOV

Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

IFP Advisors's IVOV Position: Q3 2026 in Review

IFP Advisors opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2026: 500 shares worth $53.4K. The stake represents ﹤0.01% of the portfolio and ranks #2356 among its holdings. This is a return to the name: IFP Advisors previously reported a position in IVOV as recently as Q1 2024.

IFP Advisors first reported a position in IVOV in Q4 2015 and has held it in 28 quarters since. The position peaked at $135K in Q3 2017. 30 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

  • IFP Advisors held 500 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $53.4K as of Q3 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new IFP Advisors position in Q3 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2356 holding.
  • IFP Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $135K in Q3 2017.
  • 30 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.