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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
Q2 		– Sell
-14,047
Closed -$1.43M – 1371
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 $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's IVOV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026, closing a stake of 14,047 shares — an estimated $1.43M sold.

Independent Advisor Alliance first reported a position in IVOV in Q4 2024 and held it in 2 quarters. The position peaked at $1.43M in Q1 2026. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,047 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.43M.
  • Independent Advisor Alliance first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.43M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.