Level Four Advisory Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Level Four Advisory Services’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 Q1	$312K	Sell	3,059 -1,608	-34%	-$169K	0.01%	707
2025 Q4	$471K	Buy	4,667 +42	+0.9%	+$4.24K	0.02%	587
2025 Q3	$466K	Buy	4,625 +9	+0.2%	+$891	0.02%	572
2025 Q2	$441K	Hold	4,616	–	–	0.02%	554
2025 Q1	$425K	Buy	4,616 +53	+1%	+$5.09K	0.02%	538
2024 Q4	$436K	Buy	4,563 +736	+19%	+$72.8K	0.02%	528
2024 Q3	$366K	Sell	3,827 -307	-7%	-$28.1K	0.02%	586
2024 Q2	$362K	Sell	4,134 -60	-1%	-$5.26K	0.02%	562
2024 Q1	$366K	Hold	4,194	–	–	0.02%	554
2023 Q4	$366K	Sell	4,194 -489	-10%	-$38.8K	0.02%	553
2023 Q3	$365K	Hold	4,683	–	–	0.02%	530
2023 Q2	$386K	Sell	4,683 -139	-3%	-$10.8K	0.02%	548
2023 Q1	$379K	Buy	+4,822	New	+$393K	0.02%	528

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Level Four Advisory Services's IVOV Position: Q1 2026 in Review

Level Four Advisory Services reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 34% in Q1 2026, selling an estimated $169K and leaving 3,059 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #707.

Level Four Advisory Services first reported a position in IVOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $471K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Level Four Advisory Services held 3,059 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $312K as of Q1 2026.
Level Four Advisory Services sold 1,608 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $169K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #707 holding.
Level Four Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 13 quarters since.
Level Four Advisory Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $471K in Q4 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.