MAI Capital Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

MAI Capital 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	$201K	Buy	1,761 +560	+47%	+$61.1K	﹤0.01%	1817
2026 Q1	$122K	Hold	1,201	–	–	﹤0.01%	1735
2025 Q4	$121K	Hold	1,201	–	–	﹤0.01%	1544
2025 Q3	$121K	Hold	1,201	–	–	﹤0.01%	1475
2025 Q2	$115K	Hold	1,201	–	–	﹤0.01%	1419
2025 Q1	$111K	Hold	1,201	–	–	﹤0.01%	1356
2024 Q4	$115K	Buy	+1,201	New	+$119K	﹤0.01%	1371

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

MAI Capital Management's IVOV Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 47% in Q2 2026, buying an estimated $61.1K and bringing the position to 1,761 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

MAI Capital Management first reported a position in IVOV in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

MAI Capital Management held 1,761 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $201K as of Q2 2026.
MAI Capital Management bought 560 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $61.1K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1817 holding.
MAI Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.