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

PFG 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	$1.15M	Buy	10,124 +542	+6%	+$59.1K	0.06%	347
2026 Q1	$977K	Sell	9,582 -1,016	-10%	-$107K	0.05%	385
2025 Q4	$1.07M	Buy	10,598 +291	+3%	+$29.4K	0.05%	364
2025 Q3	$1.04M	Buy	+10,307	New	+$1.02M	0.04%	393
2025 Q2	–	Sell	-11,163	Closed	-$1.03M	–	698
2025 Q1	$1.03M	Sell	11,163 -2,426	-18%	-$233K	0.06%	326
2024 Q4	$1.3M	Sell	13,589 -152	-1%	-$15K	0.08%	258
2024 Q3	$1.32M	Buy	13,741 +49	+0.4%	+$4.49K	0.08%	252
2024 Q2	$1.2M	Buy	13,692 +1,175	+9%	+$103K	0.08%	259
2024 Q1	$1.14M	Sell	12,517 -415	-3%	-$35.7K	0.08%	263
2023 Q4	$1.13M	Buy	12,932 +190	+1%	+$15.1K	0.09%	244
2023 Q3	$993K	Sell	12,742 -133	-1%	-$10.9K	0.09%	256
2023 Q2	$1.06M	Buy	12,875 +717	+6%	+$55.8K	0.08%	278
2023 Q1	$956K	Sell	12,158 -20	-0.2%	-$1.63K	0.08%	286
2022 Q4	$934K	Sell	12,178 -46	-0.4%	-$3.54K	0.09%	265
2022 Q3	$848K	Buy	+12,224	New	+$934K	0.1%	252
2022 Q1	–	Sell	-13,560	Closed	-$1.14M	–	476
2021 Q4	$1.14M	Buy	13,560 +168	+1%	+$14.1K	0.11%	230
2021 Q3	$1.06M	Sell	13,392 -110	-0.8%	-$8.88K	0.12%	225
2021 Q2	$1.09M	Sell	13,502 -198	-1%	-$16.2K	0.13%	213
2021 Q1	$1.07M	Sell	13,700 -366	-3%	-$26.6K	0.14%	201
2020 Q4	$926K	Sell	14,066 -1,038	-7%	-$63.2K	0.16%	169
2020 Q3	$846K	Sell	15,104 -1,236	-8%	-$66K	0.16%	165
2020 Q2	$826K	Buy	16,340 +830	+5%	+$40.1K	0.19%	141
2020 Q1	$687K	Buy	15,510 +146	+1%	+$8.37K	0.18%	143
2019 Q4	$990K	Buy	15,364 +324	+2%	+$20.5K	0.24%	126
2019 Q3	$891K	Buy	15,040 +576	+4%	+$34.8K	0.25%	126
2019 Q2	$905K	Buy	14,464 +894	+7%	+$54.2K	0.25%	125
2019 Q1	$852K	Buy	+13,570	New	+$800K	0.26%	117
2018 Q4	–	Sell	-11,130	Closed	-$661K	–	291
2018 Q3	$661K	Buy	11,130 +3,104	+39%	+$199K	0.51%	60
2018 Q2	$499K	Buy	8,026 +2,668	+50%	+$163K	0.44%	66
2018 Q1	$316K	Buy	5,358 +1,222	+30%	+$73.7K	0.3%	96
2017 Q4	$252K	Buy	+4,136	New	+$248K	0.26%	110

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFG Advisors's IVOV Position: Q2 2026 in Review

PFG Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 5.7% in Q2 2026, buying an estimated $59.1K and bringing the position to 10,124 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #347.

PFG Advisors first reported a position in IVOV in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.32M in Q3 2024. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

PFG Advisors held 10,124 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.15M as of Q2 2026.
PFG Advisors bought 542 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $59.1K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.06% of PFG Advisors's portfolio in Q2 2026, its #347 holding.
PFG Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 31 quarters since.
PFG Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.32M in Q3 2024.
19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.