Lido Advisors
IVOV icon

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

Lido 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
2026
Q1 		– Sell
-2,502
Closed -$252K – 2043
2025
Q4 		$252K Hold
2,502
– – ﹤0.01% 1659
2025
Q3 		$252K Buy
2,502
+116
+5% +$11.5K ﹤0.01% 1575
2025
Q2 		$228K Hold
2,386
– – ﹤0.01% 1468
2025
Q1 		$220K Hold
2,386
– – ﹤0.01% 1345
2024
Q4 		$228K Hold
2,386
– – ﹤0.01% 1331
2024
Q3 		$228K Buy
+2,386
New +$219K ﹤0.01% 1275

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's IVOV Position: Q1 2026 in Review

Lido Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 2,502 shares — an estimated $252K sold.

Lido Advisors first reported a position in IVOV in Q3 2024 and held it in 6 quarters. The position peaked at $252K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Lido Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 2,502 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $252K.
  • Lido Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 6 quarters.
  • Lido Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $252K 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 Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.