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

Rialto Wealth 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 Q1	$108K	Sell	1,059 -1	-0.1%	-$105	0.02%	205
2025 Q4	$107K	Hold	1,060	–	–	0.03%	201
2025 Q3	$107K	Sell	1,060 -265	-20%	-$26.2K	0.03%	196
2025 Q2	$126K	Hold	1,325	–	–	0.04%	178
2025 Q1	$122K	Sell	1,325 -22	-2%	-$2.11K	0.04%	176
2024 Q4	$129K	Buy	+1,347	New	+$133K	0.04%	175

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $377B AUM 19.32% 1-Year Est. Return

Rialto Wealth Management's IVOV Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.09% in Q1 2026, selling an estimated $105 and leaving 1,059 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #205.

Rialto Wealth Management first reported a position in IVOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $129K in Q4 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Rialto Wealth Management held 1,059 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $108K as of Q1 2026.
Rialto Wealth Management sold 1 Vanguard S&P Mid-Cap 400 Value ETF share in Q1 2026, an estimated $105.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #205 holding.
Rialto Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $129K in Q4 2024.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.