MI
IVOV icon

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

Markowski Investments’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 		$19.8K Buy
+174
New +$19K ﹤0.01% 314

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RT
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
Morgan Stanley New York $1.89T AUM 35.08% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Markowski Investments's IVOV Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 174 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings.

141 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Markowski Investments held 174 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $19.8K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Markowski Investments position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #314 holding.
  • 141 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.