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Sigma Planning Corp’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-2,944
Closed -$271K – 1292
2025
Q1 		$271K Buy
+2,944
New +$283K 0.01% 988
2022
Q2 		– Sell
-2,770
Closed -$232K – 1370
2022
Q1 		$232K Buy
2,770
+132
+5% +$10.9K 0.01% 1173
2021
Q4 		$222K Buy
+2,638
New +$221K 0.01% 1236

Other funds holding IVOV

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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Sigma Planning Corp's IVOV Position: Q2 2025 in Review

Sigma Planning Corp sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2025, closing a stake of 2,944 shares — an estimated $271K sold.

Sigma Planning Corp first reported a position in IVOV in Q4 2021 and held it in 3 quarters. The position peaked at $271K in Q1 2025. 154 funds tracked by Wall St. Rank hold IVOV as of Q2 2025.

  • Sigma Planning Corp reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 2,944 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $271K.
  • Sigma Planning Corp first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 3 quarters.
  • Sigma Planning Corp's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $271K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.