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 Q2	$45.2K	Hold	396	–	–	﹤0.01%	3005
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 $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

Steward Partners Investment Advisory's IVOV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 396 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Steward Partners Investment Advisory first reported a position in IVOV in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.49M in Q1 2022. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Steward Partners Investment Advisory held 396 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $45.2K as of Q2 2026.
Steward Partners Investment Advisory left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3005 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 31 quarters since.
Steward Partners Investment Advisory's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2.49M in Q1 2022.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.