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

Private Advisor Group’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	$1.42M	Buy	12,485 +87	+0.7%	+$9.49K	0.01%	1181
2026 Q1	$1.26M	Sell	12,398 -830	-6%	-$87.3K	0.01%	1286
2025 Q4	$1.34M	Sell	13,228 -1,749	-12%	-$177K	0.01%	1245
2025 Q3	$1.51M	Sell	14,977 -1,670	-10%	-$165K	0.01%	1145
2025 Q2	$1.59M	Sell	16,647 -1,781	-10%	-$161K	0.01%	1069
2025 Q1	$1.7M	Sell	18,428 -1,720	-9%	-$165K	0.01%	975
2024 Q4	$1.93M	Sell	20,148 -1,441	-7%	-$142K	0.01%	903
2024 Q3	$2.07M	Sell	21,589 -173	-0.8%	-$15.9K	0.01%	864
2024 Q2	$1.91M	Sell	21,762 -1,002	-4%	-$87.8K	0.01%	857
2024 Q1	$2.07M	Sell	22,764 -825	-3%	-$71K	0.01%	790
2023 Q4	$2.06M	Buy	23,589 +368	+2%	+$29.2K	0.02%	753
2023 Q3	$1.81M	Sell	23,221 -286	-1%	-$23.5K	0.02%	741
2023 Q2	$1.94M	Sell	23,507 -417	-2%	-$32.4K	0.02%	732
2023 Q1	$1.88M	Sell	23,924 -296	-1%	-$24.1K	0.02%	710
2022 Q4	$1.86K	Buy	24,220 +452	+2%	+$34.8K	﹤0.01%	1123
2022 Q3	$1.65M	Sell	23,768 -7,552	-24%	-$577K	0.02%	707
2022 Q2	$2.26M	Sell	31,320 -7,838	-20%	-$612K	0.02%	686
2022 Q1	$3.28M	Buy	39,158 +18,184	+87%	+$1.5M	0.03%	598
2021 Q4	$1.77M	Sell	20,974 -43,060	-67%	-$3.61M	0.01%	868
2021 Q3	$5.09M	Buy	64,034 +39,962	+166%	+$3.22M	0.03%	501
2021 Q2	$1.95M	Buy	24,072 +366	+2%	+$29.9K	0.02%	770
2021 Q1	$1.85M	Buy	23,706 +22	+0.1%	+$1.6K	0.02%	749
2020 Q4	$1.56M	Buy	23,684 +1,848	+8%	+$113K	0.02%	745
2020 Q3	$1.15M	Hold	21,836	–	–	0.01%	737
2020 Q2	$1.12M	Buy	21,836 +184	+0.8%	+$8.89K	0.02%	716
2020 Q1	$913K	Buy	21,652 +52	+0.2%	+$2.98K	0.02%	681
2019 Q4	$1.41M	Buy	21,600 +828	+4%	+$52.4K	0.02%	641
2019 Q3	$1.28M	Buy	20,772 +820	+4%	+$49.6K	0.02%	692
2019 Q2	$1.22M	Buy	19,952 +580	+3%	+$35.2K	0.02%	650
2019 Q1	$1.16M	Sell	19,372 -1,376	-7%	-$81.1K	0.02%	595
2018 Q4	$1.09M	Buy	20,748 +622	+3%	+$36.5K	0.03%	553
2018 Q3	$1.3M	Buy	+20,126	New	+$1.29M	0.03%	574
2018 Q2	–	Sell	-15,810	Closed	-$933K	–	1375
2018 Q1	$933K	Buy	15,810 +12,268	+346%	+$740K	0.04%	427
2017 Q4	$219K	Sell	3,542 -11,124	-76%	-$666K	0.01%	1034
2017 Q3	$864K	Sell	14,666 -8,348	-36%	-$474K	0.02%	622
2017 Q2	$1.3M	Sell	23,014 -54	-0.2%	-$3.04K	0.04%	465
2017 Q1	$1.28M	Sell	23,068 -10,514	-31%	-$592K	0.04%	474
2016 Q4	$1.88M	Buy	33,582 +19,788	+143%	+$1.05M	0.06%	315
2016 Q3	$693K	Hold	13,794	–	–	0.03%	539
2016 Q2	$667K	Hold	13,794	–	–	0.03%	530
2016 Q1	$648K	Buy	+13,794	New	+$590K	0.03%	482

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Private Advisor Group's IVOV Position: Q2 2026 in Review

Private Advisor Group increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.7% in Q2 2026, buying an estimated $9.49K and bringing the position to 12,485 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1181.

Private Advisor Group first reported a position in IVOV in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.09M in Q3 2021. 91 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Private Advisor Group held 12,485 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.42M as of Q2 2026.
Private Advisor Group bought 87 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $9.49K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1181 holding.
Private Advisor Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2016 and has held it in 41 quarters since.
Private Advisor Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $5.09M in Q3 2021.
91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.