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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 $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 $376B AUM 19.32% 1-Year Est. Return