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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
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 0.1% 296

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

StoneX Group's IVOV Position: Q1 2026 in Review

StoneX Group increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 14% in Q1 2026, buying an estimated $40.4K and bringing the position to 3,102 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #550.

StoneX Group first reported a position in IVOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $332K in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • StoneX Group held 3,102 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $316K as of Q1 2026.
  • StoneX Group bought 384 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $40.4K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #550 holding.
  • StoneX Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • StoneX Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $332K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.