NP
IVOV icon

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

NorthRock 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
2025
Q2 		– Sell
-104
Closed -$9.57K – 811
2025
Q1 		$9.57K Buy
+104
New +$9.98K ﹤0.01% 783

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

NorthRock Partners's IVOV Position: Q2 2025 in Review

NorthRock Partners sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2025, closing a stake of 104 shares — an estimated $9.57K sold.

NorthRock Partners first reported a position in IVOV in Q1 2025 and held it in 1 quarter. The position peaked at $9.57K in Q1 2025. 154 funds tracked by Wall St. Rank hold IVOV as of Q2 2025.

  • NorthRock Partners reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 104 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $9.57K.
  • NorthRock Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $9.57K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.