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Trail Ridge Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Trail Ridge Investment Advisors’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 		$462K Sell
4,535
-53
-1% -$5.58K 0.2% 76
2025
Q4 		$463K Sell
4,588
-25
-0.5% -$2.52K 0.2% 76
2025
Q3 		$465K Sell
4,613
-15
-0.3% -$1.49K 0.21% 76
2025
Q2 		$446K Buy
4,628
+994
+27% +$90K 0.21% 70
2025
Q1 		$334K Sell
3,634
-120
-3% -$11.5K 0.17% 81
2024
Q4 		$359K Sell
3,754
-60
-2% -$5.93K 0.17% 86
2024
Q3 		$368K Sell
3,814
-133
-3% -$12.2K 0.18% 84
2024
Q2 		$346K Sell
3,947
-822
-17% -$72K 0.18% 84
2024
Q1 		$433K Sell
4,769
-36
-0.7% -$3.1K 0.24% 72
2023
Q4 		$419K Buy
4,805
+157
+3% +$12.5K 0.26% 77
2023
Q3 		$362K Sell
4,648
-146
-3% -$12K 0.25% 78
2023
Q2 		$395K Sell
4,794
-165
-3% -$12.8K 0.24% 84
2023
Q1 		$390K Sell
4,959
-187
-4% -$15.2K 0.25% 85
2022
Q4 		$395K Sell
5,146
-594
-10% -$45.8K 0.27% 86
2022
Q3 		$463K Buy
5,740
+208
+4% +$15.9K 0.31% 81
2022
Q2 		$400K Buy
+5,532
New +$432K 0.27% 97

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

Trail Ridge Investment Advisors's IVOV Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.2% in Q1 2026, selling an estimated $5.58K and leaving 4,535 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #76.

Trail Ridge Investment Advisors first reported a position in IVOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $465K in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Trail Ridge Investment Advisors held 4,535 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $462K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 53 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $5.58K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.2% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • Trail Ridge Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Trail Ridge Investment Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $465K 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 Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.