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Independent Advisor Alliance’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Independent Advisor Alliance’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 		$1.43M Buy
+14,047
New +$1.48M 0.02% 666
2025
Q1 		– Sell
-13,397
Closed -$1.28M – 1101
2024
Q4 		$1.28M Buy
+13,397
New +$1.32M 0.02% 645

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's IVOV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026: 14,047 shares worth $1.43M. The stake represents 0.02% of the portfolio and ranks #666 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IVOV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IVOV in Q4 2024 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Independent Advisor Alliance held 14,047 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.43M as of Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #666 holding.
  • Independent Advisor Alliance first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.