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

Larson 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	$25.1K	Sell	220 -443	-67%	-$48.3K	﹤0.01%	1879
2026 Q1	$67.6K	Hold	663	–	–	﹤0.01%	1184
2025 Q4	$67K	Sell	663 -293	-31%	-$29.6K	﹤0.01%	1098
2025 Q3	$96.4K	Sell	956 -20	-2%	-$1.98K	﹤0.01%	915
2025 Q2	$93.2K	Hold	976	–	–	﹤0.01%	865
2025 Q1	$89.9K	Hold	976	–	–	﹤0.01%	826
2024 Q4	$93.3K	Buy	976 +952	+3,967%	+$94.1K	﹤0.01%	745
2024 Q3	$2.3K	Hold	24	–	–	﹤0.01%	1829
2024 Q2	$2.1K	Hold	24	–	–	﹤0.01%	1589
2024 Q1	$2.18K	Hold	24	–	–	﹤0.01%	1350
2023 Q4	$2.09K	Hold	24	–	–	﹤0.01%	1362
2023 Q3	$1.84K	Hold	24	–	–	﹤0.01%	1375
2023 Q2	$1.95K	Hold	24	–	–	﹤0.01%	1269
2023 Q1	$1.86K	Hold	24	–	–	﹤0.01%	1249
2022 Q4	$1.81K	Hold	24	–	–	﹤0.01%	1207
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	1121
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	1037
2022 Q1	$2K	Sell	24 -500	-95%	-$41.1K	﹤0.01%	921
2021 Q4	$44K	Sell	524 -6	-1%	-$504	0.01%	400
2021 Q3	$42K	Buy	530 +2	+0.4%	+$161	0.01%	328
2021 Q2	$43K	Sell	528 -4	-0.8%	-$327	0.01%	301
2021 Q1	$42K	Sell	532 -20	-4%	-$1.46K	0.01%	285
2020 Q4	$36K	Buy	552 +26	+5%	+$1.58K	0.01%	263
2020 Q3	$28K	Buy	526 +26	+5%	+$1.39K	0.01%	269
2020 Q2	$26K	Buy	+500	New	+$24.1K	0.01%	259

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

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

Larson Financial Group reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 67% in Q2 2026, selling an estimated $48.3K and leaving 220 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Larson Financial Group first reported a position in IVOV in Q2 2020 and has held it in 25 quarters since. The position peaked at $96.4K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Larson Financial Group held 220 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $25.1K as of Q2 2026.
Larson Financial Group sold 443 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $48.3K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1879 holding.
Larson Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 25 quarters since.
Larson Financial Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $96.4K in Q3 2025.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.