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

Valmark Advisers’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	$388K	Buy	3,802 +77	+2%	+$8.1K	﹤0.01%	530
2025 Q4	$376K	Sell	3,725 -203	-5%	-$20.5K	﹤0.01%	502
2025 Q3	$396K	Hold	3,928	–	–	0.01%	483
2025 Q2	$375K	Sell	3,928 -159	-4%	-$14.4K	0.01%	495
2025 Q1	$376K	Sell	4,087 -710	-15%	-$68.2K	0.01%	475
2024 Q4	$458K	Hold	4,797	–	–	0.01%	434
2024 Q3	$459K	Hold	4,797	–	–	0.01%	428
2024 Q2	$420K	Hold	4,797	–	–	0.01%	418
2024 Q1	$436K	Sell	4,797 -38	-0.8%	-$3.27K	0.01%	403
2023 Q4	$422K	Buy	4,835 +121	+3%	+$9.6K	0.01%	375
2023 Q3	$367K	Buy	4,714 +538	+13%	+$44.2K	0.01%	371
2023 Q2	$344K	Buy	4,176 +346	+9%	+$26.9K	0.01%	381
2023 Q1	$301K	Buy	3,830 +246	+7%	+$20K	0.01%	393
2022 Q4	$275K	Buy	+3,584	New	+$276K	0.01%	383

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers's IVOV Position: Q1 2026 in Review

Valmark Advisers increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 2.1% in Q1 2026, buying an estimated $8.1K and bringing the position to 3,802 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Valmark Advisers first reported a position in IVOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $459K in Q3 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Valmark Advisers held 3,802 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $388K as of Q1 2026.
Valmark Advisers bought 77 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $8.1K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #530 holding.
Valmark Advisers first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
Valmark Advisers's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $459K 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 Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.