TrueNorth Wealth & Impact, LLC’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$2.48M	Buy	+23,173	New	+$2.63M	0.94%	24

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's IVOV Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2026: 23,173 shares worth $2.48M. The stake represents 0.94% of the portfolio and ranks #24 among its holdings.

154 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 23,173 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $2.48M as of Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.94% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #24 holding.
154 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.