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

Spire Wealth Management’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 Q3	$333K	Hold	3,118	–	–	0.01%	626
2026 Q2	$356K	Hold	3,118	–	–	0.01%	631
2026 Q1	$318K	Hold	3,118	–	–	0.01%	656
2025 Q4	$315K	Hold	3,118	–	–	0.01%	663
2025 Q3	$314K	Hold	3,118	–	–	0.01%	659
2025 Q2	$298K	Sell	3,118 -1,651	-35%	-$149K	0.01%	647
2025 Q1	$439K	Hold	4,769	–	–	0.01%	605
2024 Q4	$456K	Hold	4,769	–	–	0.01%	572
2024 Q3	$457K	Hold	4,769	–	–	0.02%	539
2024 Q2	$418K	Hold	4,769	–	–	0.01%	526
2024 Q1	$433K	Hold	4,769	–	–	0.01%	555
2023 Q4	$404K	Sell	4,769 -110	-2%	-$8.72K	0.01%	566
2023 Q3	$380K	Hold	4,879	–	–	0.01%	539
2023 Q2	$402K	Hold	4,879	–	–	0.01%	546
2023 Q1	$384K	Buy	4,879 +1,403	+40%	+$114K	0.01%	555
2022 Q4	$267K	Hold	3,476	–	–	0.02%	484
2022 Q3	$241K	Sell	3,476 -1,500	-30%	-$115K	0.01%	484
2022 Q2	$360K	Buy	4,976 +62	+1%	+$4.84K	0.01%	574
2022 Q1	$412K	Hold	4,914	–	–	0.01%	629
2021 Q4	$414K	Hold	4,914	–	–	0.01%	767
2021 Q3	$391K	Hold	4,914	–	–	0.01%	674
2021 Q2	$398K	Hold	4,914	–	–	0.01%	686
2021 Q1	$384K	Buy	+4,914	New	+$358K	0.01%	760

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spire Wealth Management's IVOV Position: Q3 2026 in Review

Spire Wealth Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2026 at 3,118 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #626.

Spire Wealth Management first reported a position in IVOV in Q1 2021 and has held it in 23 quarters since. The position peaked at $457K in Q3 2024. 110 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

Spire Wealth Management held 3,118 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $333K as of Q3 2026.
Spire Wealth Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #626 holding.
Spire Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $457K in Q3 2024.
110 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.