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

Rockbridge Investment 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 Q2	$202K	Buy	+1,767	New	+$193K	0.02%	145
2024 Q1	–	Sell	-2,171	Closed	-$189K	–	375
2023 Q4	$189K	Buy	+2,171	New	+$172K	0.03%	120
2022 Q3	–	Sell	-566	Closed	-$40.9K	–	349
2022 Q2	$40.9K	Sell	566 -510	-47%	-$39.8K	0.01%	236
2022 Q1	$90.4K	Buy	1,076 +6	+0.6%	+$493	0.01%	228
2021 Q4	$90K	Hold	1,070	–	–	0.01%	270
2021 Q3	$85K	Buy	1,070 +12	+1%	+$968	0.01%	255
2021 Q2	$86K	Buy	1,058 +70	+7%	+$5.73K	0.01%	246
2021 Q1	$77K	Buy	988 +136	+16%	+$9.9K	0.01%	243
2020 Q4	$56K	Buy	852 +56	+7%	+$3.41K	0.01%	273
2020 Q3	$42K	Hold	796	–	–	0.01%	290
2020 Q2	$41K	Buy	+796	New	+$38.4K	0.01%	253

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rockbridge Investment Management's IVOV Position: Q2 2026 in Review

Rockbridge Investment Management opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 1,767 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in IVOV as recently as Q4 2023.

Rockbridge Investment Management first reported a position in IVOV in Q2 2020 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Rockbridge Investment Management held 1,767 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $202K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new Rockbridge Investment Management position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #145 holding.
Rockbridge Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.