SOA Wealth Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

SOA Wealth Advisors’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	$816	Hold	8	–	–	﹤0.01%	762
2025 Q4	$808	Hold	8	–	–	﹤0.01%	762
2025 Q3	$806	Hold	8	–	–	﹤0.01%	777
2025 Q2	$764	Hold	8	–	–	﹤0.01%	767
2025 Q1	$736	Buy	8 +1	+14%	+$96	﹤0.01%	763
2024 Q4	$669	Sell	7 -1	-13%	-$99	﹤0.01%	759
2024 Q3	$766	Sell	8 -1	-11%	-$92	﹤0.01%	727
2024 Q2	$788	Hold	9	–	–	﹤0.01%	741
2024 Q1	$817	Hold	9	–	–	﹤0.01%	780
2023 Q4	$785	Buy	9 +1	+13%	+$79	﹤0.01%	774
2023 Q3	$623	Hold	8	–	–	﹤0.01%	808
2023 Q2	$659	Hold	8	–	–	﹤0.01%	812
2023 Q1	$629	Hold	8	–	–	﹤0.01%	828
2022 Q4	$614	Sell	8 -2	-20%	-$154	﹤0.01%	834
2022 Q3	$0	Hold	10	–	–	﹤0.01%	898
2022 Q2	$0	Hold	10	–	–	﹤0.01%	913
2022 Q1	$0	Hold	10	–	–	﹤0.01%	949
2021 Q4	$0	Hold	10	–	–	﹤0.01%	924
2021 Q3	$0	Hold	10	–	–	﹤0.01%	937
2021 Q2	$0	Hold	10	–	–	﹤0.01%	915
2021 Q1	$0	Hold	10	–	–	﹤0.01%	866
2020 Q4	$0	Buy	+10	New	+$609	﹤0.01%	837

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

AWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOA Wealth Advisors's IVOV Position: Q1 2026 in Review

SOA Wealth Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 8 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #762.

SOA Wealth Advisors first reported a position in IVOV in Q4 2020 and has held it in 22 quarters since. The position peaked at $817 in Q1 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

SOA Wealth Advisors held 8 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $816 as of Q1 2026.
SOA Wealth Advisors 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 ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #762 holding.
SOA Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $817 in Q1 2024.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.