MFG
IVOV icon

Merit Financial Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Merit Financial Group’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 		$637K Hold
5,584
– – ﹤0.01% 1347
2026
Q1 		$569K Sell
5,584
-114
-2% -$12K ﹤0.01% 1306
2025
Q4 		$576K Hold
5,698
– – ﹤0.01% 1225
2025
Q3 		$574K Sell
5,698
-1,384
-20% -$137K 0.01% 1102
2025
Q2 		$676K Sell
7,082
-208
-3% -$18.8K 0.01% 965
2025
Q1 		$671K Buy
7,290
+504
+7% +$48.4K 0.01% 811
2024
Q4 		$648K Sell
6,786
-494
-7% -$48.8K 0.01% 632
2024
Q3 		$697K Sell
7,280
-505
-6% -$46.3K 0.02% 491
2024
Q2 		$682K Sell
7,785
-27
-0.3% -$2.37K 0.02% 507
2024
Q1 		$682K Buy
7,812
+213
+3% +$18.3K 0.02% 501
2023
Q4 		$662K Sell
7,599
-332
-4% -$26.3K 0.02% 417
2023
Q3 		$618K Sell
7,931
-26
-0.3% -$2.13K 0.02% 410
2023
Q2 		$655K Buy
7,957
+247
+3% +$19.2K 0.02% 410
2023
Q1 		$606K Sell
7,710
-716
-8% -$58.3K 0.02% 361
2022
Q4 		$646K Sell
8,426
-730
-8% -$56.3K 0.02% 372
2022
Q3 		$635K Sell
9,156
-7,432
-45% -$568K 0.03% 316
2022
Q2 		$1.2M Buy
16,588
+9,336
+129% +$728K 0.04% 233
2022
Q1 		$608K Buy
+7,252
New +$596K 0.04% 212

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merit Financial Group's IVOV Position: Q2 2026 in Review

Merit Financial Group held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 5,584 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Merit Financial Group first reported a position in IVOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.2M in Q2 2022. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Merit Financial Group held 5,584 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $637K as of Q2 2026.
  • Merit Financial Group left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1347 holding.
  • Merit Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.2M in Q2 2022.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.