MLP3 LLC’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

MLP3 LLC’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	$215K	Buy	+1,882	New	+$205K	0.21%	86

Other funds holding IVOV

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 $2.61B AUM 14.26% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MLP3 LLC's IVOV Position: Q2 2026 in Review

MLP3 LLC opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 1,882 shares worth $215K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

173 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

MLP3 LLC held 1,882 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $215K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new MLP3 LLC position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.21% of MLP3 LLC's portfolio in Q2 2026, its #86 holding.
173 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on MLP3 LLC's 13F filing for Q2 2026, filed 16 Oct 2026.