Institute for Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Institute for Wealth Management’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	$20.8K	Buy	+182	New	+$19.8K	﹤0.01%	1122
2021 Q4	–	Sell	-5,100	Closed	-$406K	–	499
2021 Q3	$406K	Buy	5,100 +1,000	+24%	+$80.7K	0.07%	311
2021 Q2	$332K	Hold	4,100	–	–	0.06%	348
2021 Q1	$320K	Sell	4,100 -1,000	-20%	-$72.8K	0.06%	350
2020 Q4	$336K	Buy	+5,100	New	+$311K	0.07%	327

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's IVOV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 182 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IVOV as recently as Q3 2021.

Institute for Wealth Management first reported a position in IVOV in Q4 2020 and has held it in 5 quarters since. The position peaked at $406K in Q3 2021. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Institute for Wealth Management held 182 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $20.8K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1122 holding.
Institute for Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 5 quarters since.
Institute for Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $406K in Q3 2021.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.