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IVOV icon

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

Rockland Trust’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 		$93M Buy
815,504
+170
+0% +$18.5K 3.65% 6
2026
Q1 		$83.1M Buy
815,334
+4,229
+0.5% +$445K 3.33% 6
2025
Q4 		$81.9M Buy
811,105
+5,689
+0.7% +$574K 3.23% 6
2025
Q3 		$81.2M Sell
805,416
-6,905
-0.9% -$684K 3.33% 5
2025
Q2 		$77.6M Buy
812,321
+11,696
+1% +$1.06M 3.78% 4
2025
Q1 		$73.7M Sell
800,625
-1,387
-0.2% -$133K 3.7% 3
2024
Q4 		$76.6M Sell
802,012
-2,669
-0.3% -$264K 3.9% 4
2024
Q3 		$77M Buy
804,681
+4,877
+0.6% +$447K 3.79% 3
2024
Q2 		$70M Buy
799,804
+3,930
+0.5% +$344K 3.69% 4
2024
Q1 		$72.3M Sell
795,874
-5,060
-0.6% -$436K 3.81% 3
2023
Q4 		$69.8M Buy
800,934
+4,231
+0.5% +$336K 3.82% 4
2023
Q3 		$62.1M Buy
796,703
+10,600
+1% +$870K 3.74% 3
2023
Q2 		$64.7M Buy
786,103
+13,694
+2% +$1.07M 3.87% 3
2023
Q1 		$60.8M Buy
772,409
+7,453
+1% +$607K 3.82% 3
2022
Q4 		$58.7M Sell
764,956
-3,302
-0.4% -$254K 3.73% 2
2022
Q3 		$53.3M Buy
768,258
+17,424
+2% +$1.33M 3.8% 3
2022
Q2 		$54.3M Buy
750,834
+25,612
+4% +$2M 3.75% 3
2022
Q1 		$60.8M Buy
725,222
+26,562
+4% +$2.18M 3.87% 3
2021
Q4 		$58.9M Buy
698,660
+1,492
+0.2% +$125K 3.75% 3
2021
Q3 		$55.5M Sell
697,168
-4,460
-0.6% -$360K 3.87% 1
2021
Q2 		$56.8M Sell
701,628
-6,052
-0.9% -$495K 3.92% 1
2021
Q1 		$55.3M Sell
707,680
-13,780
-2% -$1M 3.98% 1
2020
Q4 		$47.5M Buy
721,460
+4,974
+0.7% +$303K 3.69% 3
2020
Q3 		$37.6M Sell
716,486
-1,568
-0.2% -$83.8K 3.23% 2
2020
Q2 		$36.9M Buy
718,054
+64,166
+10% +$3.1M 3.32% 3
2020
Q1 		$27.6M Buy
653,888
+219,414
+51% +$12.6M 2.81% 4
2019
Q4 		$28.3M Buy
434,474
+86,126
+25% +$5.45M 2.33% 6
2019
Q3 		$20.8M Buy
348,348
+59,980
+21% +$3.63M 1.89% 10
2019
Q2 		$17.7M Buy
288,368
+106,588
+59% +$6.47M 1.76% 11
2019
Q1 		$10.9M Buy
181,780
+159,862
+729% +$9.42M 1.16% 32
2018
Q4 		$1.15M Buy
+21,918
New +$1.29M 0.14% 109

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

Rockland Trust's IVOV Position: Q2 2026 in Review

Rockland Trust increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.02% in Q2 2026, buying an estimated $18.5K and bringing the position to 815,504 shares worth $93M. The position accounts for 3.65% of the portfolio, ranked #6.

Rockland Trust first reported a position in IVOV in Q4 2018 and has held it in 31 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Rockland Trust held 815,504 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $93M as of Q2 2026.
  • Rockland Trust bought 170 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $18.5K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 3.65% of Rockland Trust's portfolio in Q2 2026, its #6 holding.
  • Rockland Trust first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.