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OFC Financial Planning’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

OFC Financial Planning’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
Q1 		$643K Hold
6,310
– – 0.63% 38
2025
Q4 		$637K Buy
6,310
+354
+6% +$35.7K 0.61% 39
2025
Q3 		$600K Sell
5,956
-78
-1% -$7.72K 0.59% 40
2025
Q2 		$576K Sell
6,034
-33
-0.5% -$2.99K 0.61% 39
2025
Q1 		$558K Sell
6,067
-147
-2% -$14.1K 0.63% 38
2024
Q4 		$594K Buy
+6,214
New +$614K 0.63% 38

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
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 $377B AUM 19.32% 1-Year Est. Return

OFC Financial Planning's IVOV Position: Q1 2026 in Review

OFC Financial Planning held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 6,310 shares worth $643K. The position accounts for 0.63% of the portfolio, ranked #38.

OFC Financial Planning first reported a position in IVOV in Q4 2024 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • OFC Financial Planning held 6,310 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $643K as of Q1 2026.
  • OFC Financial Planning left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.63% of OFC Financial Planning's portfolio in Q1 2026, its #38 holding.
  • OFC Financial Planning first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on OFC Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.