IA
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
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IFP Advisors's IVOV Position: Q2 2024 in Review

IFP Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2024, closing a stake of 260 shares — an estimated $23.6K sold.

IFP Advisors first reported a position in IVOV in Q4 2015 and held it in 27 quarters. The position peaked at $135K in Q3 2017. 123 funds tracked by Wall St. Rank hold IVOV as of Q2 2024.

  • IFP Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 260 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $23.6K.
  • IFP Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2015 and held it in 27 quarters.
  • IFP Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $135K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.