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

LPL Financial’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	$12.4M	Buy	121,596 +5,249	+5%	+$552K	﹤0.01%	1816
2025 Q4	$11.8M	Sell	116,347 -1,919	-2%	-$194K	﹤0.01%	1785
2025 Q3	$11.9M	Sell	118,266 -13,081	-10%	-$1.3M	﹤0.01%	1714
2025 Q2	$12.5M	Buy	131,347 +31,525	+32%	+$2.85M	﹤0.01%	1559
2025 Q1	$9.19M	Buy	99,822 +7,957	+9%	+$764K	﹤0.01%	1675
2024 Q4	$8.78M	Buy	91,865 +882	+1%	+$87.2K	﹤0.01%	1635
2024 Q3	$8.71M	Buy	90,983 +10,384	+13%	+$952K	﹤0.01%	1568
2024 Q2	$7.06M	Sell	80,599 -129	-0.2%	-$11.3K	﹤0.01%	1606
2024 Q1	$7.33M	Sell	80,728 -9,313	-10%	-$802K	﹤0.01%	1524
2023 Q4	$7.85M	Sell	90,041 -1,537	-2%	-$122K	﹤0.01%	1397
2023 Q3	$7.14M	Sell	91,578 -956	-1%	-$78.5K	0.01%	1374
2023 Q2	$7.62M	Buy	92,534 +269	+0.3%	+$20.9K	0.01%	1302
2023 Q1	$7.26M	Buy	92,265 +311	+0.3%	+$25.3K	0.01%	1280
2022 Q4	$7.05M	Buy	91,954 +8,728	+10%	+$673K	0.01%	1241
2022 Q3	$5.77M	Buy	83,226 +1,808	+2%	+$138K	0.01%	1281
2022 Q2	$5.88M	Buy	81,418 +13,298	+20%	+$1.04M	0.01%	1284
2022 Q1	$5.71M	Buy	68,120 +23,258	+52%	+$1.91M	﹤0.01%	1362
2021 Q4	$3.78M	Buy	44,862 +5,380	+14%	+$452K	﹤0.01%	1637
2021 Q3	$3.14M	Sell	39,482 -7,214	-15%	-$582K	﹤0.01%	1709
2021 Q2	$3.78M	Buy	46,696 +23,062	+98%	+$1.89M	﹤0.01%	1544
2021 Q1	$1.85M	Buy	23,634 +1,828	+8%	+$133K	﹤0.01%	1901
2020 Q4	$1.44M	Buy	21,806 +486	+2%	+$29.6K	﹤0.01%	1913
2020 Q3	$1.12M	Sell	21,320 -1,252	-6%	-$66.9K	﹤0.01%	1862
2020 Q2	$1.16M	Sell	22,572 -8,340	-27%	-$403K	﹤0.01%	1723
2020 Q1	$1.3M	Sell	30,912 -4,380	-12%	-$251K	﹤0.01%	1446
2019 Q4	$2.3M	Sell	35,292 -7,332	-17%	-$464K	﹤0.01%	1266
2019 Q3	$2.63M	Sell	42,624 -14,470	-25%	-$875K	0.01%	1098
2019 Q2	$3.51M	Sell	57,094 -92,022	-62%	-$5.58M	0.01%	942
2019 Q1	$8.94M	Sell	149,116 -74,904	-33%	-$4.42M	0.02%	548
2018 Q4	$11.8M	Buy	224,020 +27,872	+14%	+$1.64M	0.03%	401
2018 Q3	$12.6M	Buy	196,148 +25,058	+15%	+$1.61M	0.03%	413
2018 Q2	$10.6M	Buy	171,090 +5,700	+3%	+$348K	0.03%	446
2018 Q1	$9.76M	Sell	165,390 -67,256	-29%	-$4.05M	0.03%	462
2017 Q4	$14.2M	Buy	232,646 +1,574	+0.7%	+$94.3K	0.04%	331
2017 Q3	$13.5M	Sell	231,072 -8,814	-4%	-$500K	0.05%	303
2017 Q2	$13.7M	Buy	239,886 +976	+0.4%	+$54.9K	0.05%	298
2017 Q1	$13.4M	Buy	238,910 +74,724	+46%	+$4.21M	0.09%	187
2016 Q4	$9.12M	Buy	164,186 +35,596	+28%	+$1.88M	0.07%	235
2016 Q3	$6.46M	Buy	128,590 +74,582	+138%	+$3.75M	0.06%	296
2016 Q2	$2.61M	Sell	54,008 -57,222	-51%	-$2.73M	0.02%	628
2016 Q1	$5.13M	Buy	111,230 +3,896	+4%	+$167K	0.01%	701
2015 Q4	$4.7M	Buy	107,334 +50,248	+88%	+$2.31M	0.01%	745
2015 Q3	$2.6M	Buy	57,086 +368	+0.6%	+$17.2K	0.01%	722
2015 Q2	$2.76M	Buy	56,718 +24,736	+77%	+$1.24M	0.01%	749
2015 Q1	$1.58M	Buy	31,982 +25,706	+410%	+$1.25M	0.01%	1045
2014 Q4	$303K	Buy	6,276 +1,730	+38%	+$81.5K	﹤0.01%	2144
2014 Q3	$206K	Sell	4,546 -254	-5%	-$12K	﹤0.01%	2437
2014 Q2	$231K	Hold	4,800	–	–	﹤0.01%	2382
2014 Q1	$218K	Buy	+4,800	New	+$212K	﹤0.01%	2372

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

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

LPL Financial's IVOV Position: Q1 2026 in Review

LPL Financial increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 4.5% in Q1 2026, buying an estimated $552K and bringing the position to 121,596 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

LPL Financial first reported a position in IVOV in Q1 2014 and has held it in 49 quarters since. The position peaked at $14.2M in Q4 2017. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

LPL Financial held 121,596 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $12.4M as of Q1 2026.
LPL Financial bought 5,249 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $552K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1816 holding.
LPL Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2014 and has held it in 49 quarters since.
LPL Financial's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $14.2M in Q4 2017.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.