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

TritonPoint Wealth’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	–	Sell	-2,592	Closed	-$262K	–	282
2025 Q4	$262K	Hold	2,592	–	–	0.03%	232
2025 Q3	$261K	Buy	+2,592	New	+$257K	0.02%	308
2025 Q2	–	Sell	-3,142	Closed	-$289K	–	350
2025 Q1	$289K	Hold	3,142	–	–	0.03%	283
2024 Q4	$300K	Hold	3,142	–	–	0.03%	275
2024 Q3	$301K	Buy	+3,142	New	+$288K	0.03%	270
2024 Q1	–	Sell	-3,142	Closed	-$274K	–	311
2023 Q4	$274K	Buy	+3,142	New	+$249K	0.03%	283

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

TritonPoint Wealth's IVOV Position: Q1 2026 in Review

TritonPoint Wealth sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 2,592 shares — an estimated $262K sold.

TritonPoint Wealth first reported a position in IVOV in Q4 2023 and held it in 6 quarters. The position peaked at $301K in Q3 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

TritonPoint Wealth reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
TritonPoint Wealth sold 2,592 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $262K.
TritonPoint Wealth first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 6 quarters.
TritonPoint Wealth's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $301K in Q3 2024.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.