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 Q2	$608K	Buy	5,251 +244	+5%	+$26.6K	0.05%	341
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 $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sovran Advisors's IVOV Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 4.9% in Q2 2026, buying an estimated $26.6K and bringing the position to 5,251 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #341.

Sovran Advisors first reported a position in IVOV in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Sovran Advisors held 5,251 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $608K as of Q2 2026.
Sovran Advisors bought 244 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $26.6K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #341 holding.
Sovran Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.