Vanguard Group
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Vanguard Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Vanguard Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.26M Buy
5,949
+52
+0.9% +$10.9K ﹤0.01% 3712
2025
Q3 		$1.22M Buy
5,897
+1,814
+44% +$364K ﹤0.01% 3731
2025
Q2 		$798K Sell
4,083
-145
-3% -$27K ﹤0.01% 3809
2025
Q1 		$806K Buy
4,228
+301
+8% +$58.2K ﹤0.01% 3774
2024
Q4 		$750K Sell
3,927
-11
-0.3% -$2.18K ﹤0.01% 3843
2024
Q3 		$776K Buy
3,938
+559
+17% +$106K ﹤0.01% 3849
2024
Q2 		$615K Buy
3,379
+220
+7% +$40.1K ﹤0.01% 3936
2024
Q1 		$590K Buy
3,159
+1,220
+63% +$217K ﹤0.01% 3973
2023
Q4 		$337K Buy
1,939
+119
+7% +$19.1K ﹤0.01% 4136
2023
Q3 		$280K Sell
1,820
-124
-6% -$20K ﹤0.01% 4195
2023
Q2 		$313K Buy
+1,944
New +$299K ﹤0.01% 4226

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group's IVE Position: Q4 2025 in Review

Vanguard Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.88% in Q4 2025, buying an estimated $10.9K and bringing the position to 5,949 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3712.

Vanguard Group first reported a position in IVE in Q2 2023 and has held it in 11 quarters since. 1,684 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Vanguard Group held 5,949 shares of iShares S&P 500 Value ETF worth $1.26M as of Q4 2025.
  • Vanguard Group bought 52 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $10.9K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3712 holding.
  • Vanguard Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 11 quarters since.
  • 1,684 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.