Mosaic Family Wealth Partners’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Mosaic Family Wealth Partners’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	$572K	Hold	5,609	–	–	0.06%	165
2025 Q4	$567K	Buy	5,609 +55	+1%	+$5.55K	0.06%	143
2025 Q3	$558K	Hold	5,554	–	–	0.07%	133
2025 Q2	$530K	Hold	5,554	–	–	0.07%	129
2025 Q1	$511K	Hold	5,554	–	–	0.07%	129
2024 Q4	$531K	Buy	5,554 +150	+3%	+$14.8K	0.08%	122
2024 Q3	$517K	Buy	5,404 +402	+8%	+$36.8K	0.08%	120
2024 Q2	$438K	Hold	5,002	–	–	0.07%	126
2024 Q1	$454K	Sell	5,002 -50	-1%	-$4.3K	0.07%	125
2023 Q4	$440K	Buy	5,052 +85	+2%	+$6.74K	0.08%	123
2023 Q3	$387K	Hold	4,967	–	–	0.08%	118
2023 Q2	$409K	Sell	4,967 -151	-3%	-$11.8K	0.08%	113
2023 Q1	$403K	Hold	5,118	–	–	0.08%	117
2022 Q4	$393K	Buy	+5,118	New	+$394K	0.11%	119

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

Mosaic Family Wealth Partners's IVOV Position: Q1 2026 in Review

Mosaic Family Wealth Partners held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 5,609 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #165.

Mosaic Family Wealth Partners first reported a position in IVOV in Q4 2022 and has held it in 14 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Mosaic Family Wealth Partners held 5,609 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $572K as of Q1 2026.
Mosaic Family Wealth Partners left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #165 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.