Ken Fisher
IVOV icon

Ken Fisher’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Ken Fisher’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
2024
Q2 		– Sell
-3,197
Closed -$290K – 1023
2024
Q1 		$290K Buy
+3,197
New +$275K ﹤0.01% 872

Other funds holding IVOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ken Fisher's IVOV Position: Q2 2024 in Review

Ken Fisher sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2024, closing a stake of 3,197 shares — an estimated $290K sold.

Ken Fisher first reported a position in IVOV in Q1 2024 and held it in 1 quarter. The position peaked at $290K in Q1 2024. 123 funds tracked by Wall St. Rank hold IVOV as of Q2 2024.

  • Ken Fisher reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Ken Fisher sold 3,197 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2024, an estimated $290K.
  • Ken Fisher first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and held it in 1 quarter.
  • Ken Fisher's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $290K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.