Stifel Financial
IVOV icon

Stifel Financial’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Stifel Financial’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 		$898K Sell
8,804
-406
-4% -$42.7K ﹤0.01% 2513
2025
Q4 		$930K Buy
9,210
+2,360
+34% +$238K ﹤0.01% 2489
2025
Q3 		$690K Buy
6,850
+25
+0.4% +$2.48K ﹤0.01% 2613
2025
Q2 		$652K Buy
6,825
+50
+0.7% +$4.53K ﹤0.01% 2606
2025
Q1 		$624K Sell
6,775
-3,368
-33% -$323K ﹤0.01% 2541
2024
Q4 		$969K Buy
+10,143
New +$1M ﹤0.01% 2264
2024
Q1 		– Sell
-2,594
Closed -$226K – 3380
2023
Q4 		$226K Sell
2,594
-6,251
-71% -$496K ﹤0.01% 3008
2023
Q3 		$689K Sell
8,845
-800
-8% -$65.7K ﹤0.01% 2305
2023
Q2 		$794K Hold
9,645
– – ﹤0.01% 2224
2023
Q1 		$759K Sell
9,645
-1
-0% -$81 ﹤0.01% 2247
2022
Q4 		$740K Buy
9,646
+454
+5% +$35K ﹤0.01% 2226
2022
Q3 		$638K Hold
9,192
– – ﹤0.01% 2287
2022
Q2 		$664K Sell
9,192
-1,546
-14% -$121K ﹤0.01% 2291
2022
Q1 		$900K Buy
10,738
+4,718
+78% +$388K ﹤0.01% 2192
2021
Q4 		$508K Sell
6,020
-154
-2% -$12.9K ﹤0.01% 2581
2021
Q3 		$491K Hold
6,174
– – ﹤0.01% 2587
2021
Q2 		$500K Buy
6,174
+2,794
+83% +$229K ﹤0.01% 2582
2021
Q1 		$264K Buy
+3,380
New +$246K ﹤0.01% 2861

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

Stifel Financial's IVOV Position: Q1 2026 in Review

Stifel Financial reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 4.4% in Q1 2026, selling an estimated $42.7K and leaving 8,804 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Stifel Financial first reported a position in IVOV in Q1 2021 and has held it in 18 quarters since. The position peaked at $969K in Q4 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Stifel Financial held 8,804 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $898K as of Q1 2026.
  • Stifel Financial sold 406 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $42.7K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2513 holding.
  • Stifel Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 18 quarters since.
  • Stifel Financial's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $969K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.