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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$269K Sell
2,642
-2,206
-46% -$232K 0.01% 1164
2025
Q4
$490K Buy
4,848
+39
+0.8% +$3.94K 0.01% 890
2025
Q3
$486K Sell
4,809
-230
-5% -$22.8K 0.01% 870
2025
Q2
$498K Buy
5,039
+2,758
+121% +$250K 0.01% 780
2025
Q1
$200K Sell
2,281
-367
-14% -$35.2K 0.01% 1038
2024
Q4
$261K Buy
2,648
+90
+4% +$8.9K 0.01% 934
2024
Q3
$247K Sell
2,558
-55
-2% -$5.04K 0.01% 977
2024
Q2
$243K Sell
2,613
-115
-4% -$10.1K 0.01% 971
2024
Q1
$248K Buy
+2,728
New +$235K 0.01% 949
2022
Q3
Sell
-23,174
Closed -$1.68M 910
2022
Q2
$1.68M Buy
+23,174
New +$1.81M 0.11% 214

Other funds holding IVOV

Mutual Advisors's IVOV Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 46% in Q1 2026, selling an estimated $232K and leaving 2,642 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1164.

Mutual Advisors first reported a position in IVOV in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.68M in Q2 2022. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Mutual Advisors held 2,642 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $269K as of Q1 2026.
  • Mutual Advisors sold 2,206 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $232K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1164 holding.
  • Mutual Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 10 quarters since.
  • Mutual Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.68M in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.