JWCA
IVOV icon

J.W. Cole Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

J.W. Cole 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
2025
Q4 		– Sell
-2,312
Closed -$233K – 1539
2025
Q3 		$233K Hold
2,312
– – ﹤0.01% 1366
2025
Q2 		$221K Buy
+2,312
New +$209K ﹤0.01% 1312
2021
Q4 		– Sell
-25,304
Closed -$3.05M – 864
2021
Q3 		$3.05M Buy
+25,304
New +$2.04M 0.22% 74

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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

J.W. Cole Advisors's IVOV Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 2,312 shares — an estimated $233K sold.

J.W. Cole Advisors first reported a position in IVOV in Q3 2021 and held it in 3 quarters. The position peaked at $3.05M in Q3 2021. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,312 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $233K.
  • J.W. Cole Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 3 quarters.
  • J.W. Cole Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $3.05M in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.