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

SBI Securities’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 		$2.28K Sell
20
-15
-43% -$1.64K ﹤0.01% 2507
2026
Q1 		$3.57K Buy
35
+19
+119% +$2K ﹤0.01% 2178
2025
Q4 		$1.62K Buy
16
+3
+23% +$303 ﹤0.01% 2474
2025
Q3 		$1.31K Hold
13
– – ﹤0.01% 2586
2025
Q2 		$1.24K Sell
13
-7
-35% -$634 ﹤0.01% 2582
2025
Q1 		$1.84K Sell
20
-65
-76% -$6.24K ﹤0.01% 2327
2024
Q4 		$8.12K Buy
+85
New +$8.4K ﹤0.01% 1730

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 $2.55B 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
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

SBI Securities's IVOV Position: Q2 2026 in Review

SBI Securities reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 43% in Q2 2026, selling an estimated $1.64K and leaving 20 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

SBI Securities first reported a position in IVOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.12K in Q4 2024. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • SBI Securities held 20 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $2.28K as of Q2 2026.
  • SBI Securities sold 15 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.64K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2507 holding.
  • SBI Securities first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $8.12K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.