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

Mutual 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 Q2	$278K	Sell	2,435 -207	-8%	-$22.6K	0.01%	1202
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

VIA

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 $2.55B 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 $1.89T 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

AWM

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

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

Mutual Advisors's IVOV Position: Q2 2026 in Review

Mutual Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 7.8% in Q2 2026, selling an estimated $22.6K and leaving 2,435 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #1202.

Mutual Advisors first reported a position in IVOV in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.68M in Q2 2022. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Mutual Advisors held 2,435 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $278K as of Q2 2026.
Mutual Advisors sold 207 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $22.6K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1202 holding.
Mutual Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 11 quarters since.
Mutual Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.68M 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.