MWM
IVOV icon

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

Meridian Wealth 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 		$540K Buy
5,299
+7
+0.1% +$736 0.02% 494
2025
Q4 		$535K Buy
5,292
+94
+2% +$9.49K 0.02% 488
2025
Q3 		$524K Buy
5,198
+677
+15% +$67K 0.02% 460
2025
Q2 		$432K Buy
4,521
+56
+1% +$5.07K 0.02% 485
2025
Q1 		$411K Buy
4,465
+11
+0.2% +$1.06K 0.02% 454
2024
Q4 		$426K Buy
4,454
+75
+2% +$7.42K 0.02% 446
2024
Q3 		$419K Buy
+4,379
New +$401K 0.02% 447
2024
Q1 		– Sell
-3,778
Closed -$329K – 351
2023
Q4 		$329K Buy
3,778
+307
+9% +$24.4K 0.02% 479
2023
Q3 		$270K Buy
3,471
+122
+4% +$10K 0.02% 467
2023
Q2 		$276K Buy
3,349
+51
+2% +$3.97K 0.02% 456
2023
Q1 		$259K Buy
3,298
+20
+0.6% +$1.63K 0.02% 455
2022
Q4 		$252K Buy
3,278
+158
+5% +$12.2K 0.02% 452
2022
Q3 		$216K Buy
3,120
+32
+1% +$2.45K 0.02% 442
2022
Q2 		$223K Hold
3,088
– – 0.02% 497
2022
Q1 		$259K Hold
3,088
– – 0.03% 336
2021
Q4 		$260K Sell
3,088
-124
-4% -$10.4K 0.03% 342
2021
Q3 		$256K Hold
3,212
– – 0.03% 331
2021
Q2 		$260K Hold
3,212
– – 0.03% 327
2021
Q1 		$251K Hold
3,212
– – 0.04% 305
2020
Q4 		$211K Buy
+3,212
New +$196K 0.03% 312
2019
Q3 		– Sell
-2,100
Closed -$1.29K – 337
2019
Q2 		$1.29K Buy
+2,100
New +$127K 0.05% 253

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return

Meridian Wealth Management's IVOV Position: Q1 2026 in Review

Meridian Wealth Management increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.13% in Q1 2026, buying an estimated $736 and bringing the position to 5,299 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #494.

Meridian Wealth Management first reported a position in IVOV in Q2 2019 and has held it in 21 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Meridian Wealth Management held 5,299 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $540K as of Q1 2026.
  • Meridian Wealth Management bought 7 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $736.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #494 holding.
  • Meridian Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2019 and has held it in 21 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.