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

&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
2026 Q1	$3.39M	Sell	33,201 -2,095	-6%	-$220K	0.02%	676
2025 Q4	$3.56M	Sell	35,296 -376	-1%	-$38K	0.02%	620
2025 Q3	$3.59M	Sell	35,672 -57	-0.2%	-$5.64K	0.02%	528
2025 Q2	$3.41M	Buy	35,729 +933	+3%	+$84.5K	0.03%	472
2025 Q1	$3.19M	Buy	34,796 +371	+1%	+$35.6K	0.03%	401
2024 Q4	$3.31M	Sell	34,425 -88	-0.3%	-$8.7K	0.04%	359
2024 Q3	$3.3M	Buy	34,513 +14,075	+69%	+$1.29M	0.06%	270
2024 Q2	$1.79M	Buy	+20,438	New	+$1.79M	0.08%	226

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's IVOV Position: Q1 2026 in Review

&Partners reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 5.9% in Q1 2026, selling an estimated $220K and leaving 33,201 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #676.

&Partners first reported a position in IVOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.59M in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

&Partners held 33,201 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $3.39M as of Q1 2026.
&Partners sold 2,095 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $220K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #676 holding.
&Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $3.59M in Q3 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.