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

Octavia Wealth 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	$253K	Sell	2,216 -571	-20%	-$62.3K	0.02%	195
2026 Q1	$284K	Sell	2,787 -156,141	-98%	-$16.4M	0.03%	190
2025 Q4	$16.1M	Sell	158,928 -16,686	-10%	-$1.68M	1.53%	17
2025 Q3	$17.7M	Buy	175,614 +5,826	+3%	+$577K	1.76%	16
2025 Q2	$16.2M	Sell	169,788 -16,908	-9%	-$1.53M	1.84%	16
2025 Q1	$17.2M	Buy	186,696 +9,510	+5%	+$913K	2.09%	13
2024 Q4	$16.9M	Sell	177,186 -221	-0.1%	-$21.9K	2.05%	16
2024 Q3	$17M	Buy	177,407 +9,725	+6%	+$891K	2.09%	17
2024 Q2	$14.7M	Buy	167,682 +7,272	+5%	+$637K	2%	16
2024 Q1	$14.6M	Buy	+160,410	New	+$13.8M	2.15%	14

Other funds holding IVOV

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Octavia Wealth Advisors's IVOV Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 20% in Q2 2026, selling an estimated $62.3K and leaving 2,216 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #195.

Octavia Wealth Advisors first reported a position in IVOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.7M in Q3 2025. 59 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Octavia Wealth Advisors held 2,216 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $253K as of Q2 2026.
Octavia Wealth Advisors sold 571 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $62.3K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Octavia Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
Octavia Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $17.7M in Q3 2025.
59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.