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

Sovran 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 		$549K Sell
5,007
-23
-0.5% -$2.42K 0.04% 345
2025
Q4 		$538K Sell
5,030
-566
-10% -$57.1K 0.05% 329
2025
Q3 		$553K Sell
5,596
-102
-2% -$10.1K 0.05% 318
2025
Q2 		$560K Buy
5,698
+823
+17% +$74.5K 0.06% 296
2025
Q1 		$416K Buy
4,875
+246
+5% +$23.6K 0.05% 320
2024
Q4 		$448K Buy
+4,629
New +$458K 0.06% 279

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 $376B AUM 19.32% 1-Year Est. Return