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

Spectrum Investment 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
2025 Q4	–	Sell	-10,027	Closed	-$1.01M	–	52
2025 Q3	$1.01M	Sell	10,027 -74	-0.7%	-$7.33K	0.55%	15
2025 Q2	$964K	Buy	10,101 +938	+10%	+$84.9K	0.56%	14
2025 Q1	$843K	Buy	9,163 +337	+4%	+$32.4K	0.54%	18
2024 Q4	$843K	Buy	8,826 +569	+7%	+$56.3K	0.56%	17
2024 Q3	$790K	Buy	8,257 +347	+4%	+$31.8K	0.54%	16
2024 Q2	$693K	Buy	7,910 +365	+5%	+$32K	0.51%	16
2024 Q1	$685K	Buy	7,545 +321	+4%	+$27.6K	0.51%	20
2023 Q4	$630K	Buy	+7,224	New	+$573K	0.5%	20

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

AWM

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

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Spectrum Investment Advisors's IVOV Position: Q4 2025 in Review

Spectrum Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 10,027 shares — an estimated $1.01M sold.

Spectrum Investment Advisors first reported a position in IVOV in Q4 2023 and held it in 8 quarters. The position peaked at $1.01M in Q3 2025. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

Spectrum Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Spectrum Investment Advisors sold 10,027 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $1.01M.
Spectrum Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 8 quarters.
Spectrum Investment Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.01M in Q3 2025.
161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Spectrum Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.