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

Manchester 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
2025 Q4	–	Sell	-1,000	Closed	-$101K	–	1422
2025 Q3	$101K	Hold	1,000	–	–	0.01%	414
2025 Q2	$95.5K	Sell	1,000 -1,500	-60%	-$136K	0.01%	455
2025 Q1	$230K	Sell	2,500 -1,488	-37%	-$143K	0.03%	312
2024 Q4	$381K	Hold	3,988	–	–	0.04%	244
2024 Q3	$382K	Hold	3,988	–	–	0.04%	246
2024 Q2	$349K	Hold	3,988	–	–	0.04%	243
2024 Q1	$362K	Hold	3,988	–	–	0.04%	237
2023 Q4	$348K	Hold	3,988	–	–	0.05%	222
2023 Q3	$311K	Hold	3,988	–	–	0.05%	217
2023 Q2	$328K	Hold	3,988	–	–	0.04%	217
2023 Q1	$314K	Hold	3,988	–	–	0.04%	236
2022 Q4	$306K	Hold	3,988	–	–	0.05%	201
2022 Q3	$277K	Hold	3,988	–	–	0.05%	183
2022 Q2	$288K	Hold	3,988	–	–	0.05%	185
2022 Q1	$334K	Hold	3,988	–	–	0.05%	200
2021 Q4	$336K	Hold	3,988	–	–	0.04%	209
2021 Q3	$317K	Hold	3,988	–	–	0.04%	222
2021 Q2	$323K	Hold	3,988	–	–	0.04%	220
2021 Q1	$312K	Buy	+3,988	New	+$290K	0.05%	214

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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

Manchester Capital Management's IVOV Position: Q4 2025 in Review

Manchester Capital Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 1,000 shares — an estimated $101K sold.

Manchester Capital Management first reported a position in IVOV in Q1 2021 and held it in 19 quarters. The position peaked at $382K in Q3 2024. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

Manchester Capital Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Manchester Capital Management sold 1,000 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $101K.
Manchester Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 19 quarters.
Manchester Capital Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $382K in Q3 2024.
161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Manchester Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.