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

NewEdge 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	$327K	Buy	2,864 +331	+13%	+$36.1K	﹤0.01%	2430
2026 Q1	$258K	Hold	2,533	–	–	﹤0.01%	2449
2025 Q4	$256K	Hold	2,533	–	–	﹤0.01%	2424
2025 Q3	$255K	Buy	+2,533	New	+$251K	﹤0.01%	2276
2022 Q4	–	Sell	-33,200	Closed	-$2.3M	–	4147
2022 Q3	$2.3M	Sell	33,200 -984	-3%	-$75.2K	0.04%	391
2022 Q2	$2.47M	Buy	34,184 +8,814	+35%	+$688K	0.04%	386
2022 Q1	$2.13M	Buy	25,370 +104	+0.4%	+$8.55K	0.03%	406
2021 Q4	$2.13M	Buy	25,266 +1,216	+5%	+$102K	0.03%	431
2021 Q3	$1.91M	Sell	24,050 -1,226	-5%	-$98.9K	0.05%	332
2021 Q2	$2.04M	Buy	+25,276	New	+$2.07M	0.05%	309

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

NewEdge Advisors's IVOV Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 13% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,864 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

NewEdge Advisors first reported a position in IVOV in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.47M in Q2 2022. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

NewEdge Advisors held 2,864 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $327K as of Q2 2026.
NewEdge Advisors bought 331 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $36.1K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2430 holding.
NewEdge Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 10 quarters since.
NewEdge Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2.47M 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.