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

Naviter Wealth’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 		$781K Hold
6,851
– – 0.07% 189
2026
Q1 		$698K Hold
6,851
– – 0.09% 181
2025
Q4 		$692K Hold
6,851
– – 0.09% 178
2025
Q3 		$690K Hold
6,851
– – 0.08% 178
2025
Q2 		$654K Hold
6,851
– – 0.08% 183
2025
Q1 		$628K Hold
6,851
– – 0.08% 194
2024
Q4 		$655K Buy
+6,851
New +$677K 0.08% 194

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RT
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naviter Wealth's IVOV Position: Q2 2026 in Review

Naviter Wealth held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 6,851 shares worth $781K. The position accounts for 0.07% of the portfolio, ranked #189.

Naviter Wealth first reported a position in IVOV in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Naviter Wealth held 6,851 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $781K as of Q2 2026.
  • Naviter Wealth left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.07% of Naviter Wealth's portfolio in Q2 2026, its #189 holding.
  • Naviter Wealth first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.