MCM
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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
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
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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 $376B AUM 19.32% 1-Year Est. Return