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

StoneX Group’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	$327K	Sell	2,868 -234	-8%	-$25.5K	0.01%	772
2026 Q1	$316K	Buy	3,102 +384	+14%	+$40.4K	0.02%	550
2025 Q4	$275K	Sell	2,718 -580	-18%	-$58.6K	0.01%	737
2025 Q3	$332K	Buy	3,298 +65	+2%	+$6.44K	0.01%	659
2025 Q2	$309K	Buy	3,233 +494	+18%	+$44.7K	0.02%	651
2025 Q1	$252K	Buy	2,739 +471	+21%	+$45.2K	0.01%	698
2024 Q4	$217K	Buy	2,268 +18	+0.8%	+$1.78K	0.01%	728
2024 Q3	$215K	Buy	+2,250	New	+$206K	0.02%	567

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

StoneX Group's IVOV Position: Q2 2026 in Review

StoneX Group reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 7.5% in Q2 2026, selling an estimated $25.5K and leaving 2,868 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #772.

StoneX Group first reported a position in IVOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $332K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

StoneX Group held 2,868 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $327K as of Q2 2026.
StoneX Group sold 234 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $25.5K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #772 holding.
StoneX Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
StoneX Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $332K in Q3 2025.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.