SageView Advisory Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

SageView Advisory Group’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
2025 Q4	$13.2K	Buy	+130	New	+$13.1K	﹤0.01%	1613

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

SageView Advisory Group's IVOV Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025: 130 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings.

161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

SageView Advisory Group held 130 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $13.2K as of Q4 2025.
Vanguard S&P Mid-Cap 400 Value ETF was a new SageView Advisory Group position in Q4 2025.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1613 holding.
161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.