Moneta Group Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Moneta Group Investment Advisors’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	$1.87M	Buy	18,343 +1,897	+12%	+$200K	0.01%	275
2025 Q4	$1.66M	Buy	16,446 +4,794	+41%	+$484K	0.01%	287
2025 Q3	$1.17M	Buy	11,652 +5,920	+103%	+$586K	0.01%	325
2025 Q2	$547K	Sell	5,732 -6,355	-53%	-$575K	0.01%	421
2025 Q1	$1.11M	Hold	12,087	–	–	0.02%	277
2024 Q4	$1.15M	Sell	12,087 -80	-0.7%	-$7.91K	0.02%	264
2024 Q3	$1.16M	Hold	12,167	–	–	0.02%	261
2024 Q2	$1.07M	Hold	12,167	–	–	0.02%	263
2024 Q1	$1.1M	Buy	12,167 +600	+5%	+$51.7K	0.02%	259
2023 Q4	$1.01M	Buy	+11,567	New	+$917K	0.02%	238
2022 Q3	–	Sell	-3,460	Closed	-$250K	–	451
2022 Q2	$250K	Buy	3,460 +272	+9%	+$21.2K	0.01%	410
2022 Q1	$267K	Buy	+3,188	New	+$262K	0.01%	374

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moneta Group Investment Advisors's IVOV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 12% in Q1 2026, buying an estimated $200K and bringing the position to 18,343 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #275.

Moneta Group Investment Advisors first reported a position in IVOV in Q1 2022 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Moneta Group Investment Advisors held 18,343 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.87M as of Q1 2026.
Moneta Group Investment Advisors bought 1,897 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $200K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #275 holding.
Moneta Group Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 12 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.