SAG
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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
2026
Q1 		– Sell
-130
Closed -$13.2K – 1500
2025
Q4 		$13.2K Buy
+130
New +$13.1K ﹤0.01% 1613

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
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 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 $3.79B AUM 15.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's IVOV Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 130 shares — an estimated $13.2K sold.

SageView Advisory Group first reported a position in IVOV in Q4 2025 and held it in 1 quarter. The position peaked at $13.2K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 130 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $13.2K.
  • SageView Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $13.2K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.