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

Parallel 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	$158K	Sell	1,381 -550	-28%	-$60K	﹤0.01%	1423
2026 Q1	$197K	Hold	1,931	–	–	﹤0.01%	1178
2025 Q4	$195K	Hold	1,931	–	–	﹤0.01%	1109
2025 Q3	$195K	Buy	1,931 +465	+32%	+$46K	﹤0.01%	1075
2025 Q2	$140K	Buy	1,466 +700	+91%	+$63.4K	﹤0.01%	1186
2025 Q1	$70.5K	Buy	+766	New	+$73.5K	﹤0.01%	1444

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

Parallel Advisors's IVOV Position: Q2 2026 in Review

Parallel Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 28% in Q2 2026, selling an estimated $60K and leaving 1,381 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Parallel Advisors first reported a position in IVOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $197K in Q1 2026. 171 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Parallel Advisors held 1,381 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $158K as of Q2 2026.
Parallel Advisors sold 550 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $60K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1423 holding.
Parallel Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
Parallel Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $197K in Q1 2026.
171 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.