SRC
IVOV icon

Shufro Rose & Co’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Shufro Rose & Co’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 		$1.12M Hold
10,985
– – 0.08% 115
2025
Q4 		$1.11M Buy
10,985
+1,775
+19% +$179K 0.08% 113
2025
Q3 		$848K Hold
9,210
– – 0.07% 124
2025
Q2 		$848K Hold
9,210
– – 0.07% 124
2025
Q1 		$848K Buy
9,210
+3,100
+51% +$298K 0.07% 126
2024
Q4 		$584K Sell
6,110
-150
-2% -$14.8K 0.05% 156
2024
Q3 		$548K Hold
6,260
– – 0.04% 165
2024
Q2 		$548K Hold
6,260
– – 0.04% 165
2024
Q1 		$568K Buy
6,260
+2,875
+85% +$248K 0.05% 156
2023
Q4 		$264K Hold
3,385
– – 0.03% 234
2023
Q3 		$264K Buy
3,385
+275
+9% +$22.6K 0.02% 234
2023
Q2 		$256K Buy
+3,110
New +$242K 0.02% 246

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shufro Rose & Co's IVOV Position: Q1 2026 in Review

Shufro Rose & Co held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 10,985 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #115.

Shufro Rose & Co first reported a position in IVOV in Q2 2023 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Shufro Rose & Co held 10,985 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.12M as of Q1 2026.
  • Shufro Rose & Co left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.08% of Shufro Rose & Co's portfolio in Q1 2026, its #115 holding.
  • Shufro Rose & Co first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.