Regatta Research & Money Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Regatta Research & Money Management’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	$34.2K	Buy	+300	New	+$32.7K	0.03%	324

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM

Regatta Research & Money Management's IVOV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 300 shares worth $34.2K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings.

132 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Regatta Research & Money Management held 300 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $34.2K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #324 holding.
132 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.