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

Passive Capital Management’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	$407K	Hold	4,026	–	–	0.13%	67
2026 Q1	$410K	Hold	4,026	–	–	0.12%	69
2025 Q4	$407K	Hold	4,026	–	–	0.13%	67
2025 Q3	$406K	Hold	4,026	–	–	0.13%	64
2025 Q2	$391K	Hold	4,026	–	–	0.12%	63
2025 Q1	$371K	Buy	+4,026	New	+$387K	0.12%	63

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

Passive Capital Management's IVOV Position: Q2 2026 in Review

Passive Capital Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 4,026 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #67.

Passive Capital Management first reported a position in IVOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $410K in Q1 2026. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Passive Capital Management held 4,026 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $407K as of Q2 2026.
Passive Capital Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.13% of Passive Capital Management's portfolio in Q2 2026, its #67 holding.
Passive Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
Passive Capital Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $410K in Q1 2026.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.