JMG Financial Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

JMG Financial Group’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	$238K	Hold	2,086	–	–	0.01%	130
2026 Q1	$213K	Hold	2,086	–	–	0.01%	123
2025 Q4	$211K	Hold	2,086	–	–	0.01%	123
2025 Q3	$210K	Buy	+2,086	New	+$207K	0.01%	120

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 $2.55B 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 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 $3.8B AUM 23.28% 1-Year Est. Return

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

JMG Financial Group's IVOV Position: Q2 2026 in Review

JMG Financial Group held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 2,086 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #130.

JMG Financial Group first reported a position in IVOV in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

JMG Financial Group held 2,086 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $238K as of Q2 2026.
JMG Financial Group left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #130 holding.
JMG Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.