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Steward Partners Investment Advisory’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Steward Partners Investment Advisory’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 		$40.4K Hold
396
– – ﹤0.01% 2895
2025
Q4 		$40K Hold
396
– – ﹤0.01% 2790
2025
Q3 		$39.9K Hold
396
– – ﹤0.01% 2714
2025
Q2 		$37.8K Hold
396
– – ﹤0.01% 2617
2025
Q1 		$36.4K Buy
396
+102
+35% +$9.79K ﹤0.01% 2534
2024
Q4 		$28.1K Hold
294
– – ﹤0.01% 2618
2024
Q3 		$28.1K Sell
294
-76
-21% -$6.96K ﹤0.01% 2498
2024
Q2 		$32.4K Buy
370
+44
+13% +$3.85K ﹤0.01% 2306
2024
Q1 		$29.6K Hold
326
– – ﹤0.01% 2352
2023
Q4 		$28.4K Hold
326
– – ﹤0.01% 2226
2023
Q3 		$25.4K Sell
326
-500
-61% -$41.1K ﹤0.01% 2199
2023
Q2 		$68K Sell
826
-50
-6% -$3.89K ﹤0.01% 1755
2023
Q1 		$68.9K Sell
876
-1,172
-57% -$95.5K ﹤0.01% 1730
2022
Q4 		$157K Sell
2,048
-31,074
-94% -$2.39M ﹤0.01% 1349
2022
Q3 		$2.3M Buy
33,122
+4,194
+14% +$321K 0.04% 387
2022
Q2 		$2.09M Sell
28,928
-842
-3% -$65.7K 0.04% 423
2022
Q1 		$2.49M Buy
29,770
+25,900
+669% +$2.13M 0.04% 412
2021
Q4 		$326K Buy
3,870
+1,106
+40% +$92.8K 0.01% 1104
2021
Q3 		$220K Buy
2,764
+606
+28% +$48.9K ﹤0.01% 1235
2021
Q2 		$175K Buy
2,158
+750
+53% +$61.4K ﹤0.01% 1642
2021
Q1 		$110K Buy
1,408
+474
+51% +$34.5K ﹤0.01% 1570
2020
Q4 		$61K Buy
934
+14
+2% +$853 ﹤0.01% 1573
2020
Q3 		$48K Buy
920
+36
+4% +$1.92K ﹤0.01% 1514
2020
Q2 		$45K Buy
884
+2
+0.2% +$97 ﹤0.01% 1455
2020
Q1 		$37K Buy
882
+194
+28% +$11.1K ﹤0.01% 1379
2019
Q4 		$44K Sell
688
-4
-0.6% -$253 ﹤0.01% 1458
2019
Q3 		$42K Sell
692
-8
-1% -$484 ﹤0.01% 1425
2019
Q2 		$43K Buy
+700
New +$42.5K ﹤0.01% 1392
2018
Q4 		– Sell
-676
Closed -$44K – 1456
2018
Q3 		$44K Sell
676
-12
-2% -$769 ﹤0.01% 1248
2018
Q2 		$43K Buy
+688
New +$42K ﹤0.01% 1160

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 $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's IVOV Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 396 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Steward Partners Investment Advisory first reported a position in IVOV in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.49M in Q1 2022. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Steward Partners Investment Advisory held 396 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $40.4K as of Q1 2026.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #2895 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2.49M in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.