Vanguard Group
IVOV icon

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

Vanguard Group’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
2021
Q4 		– Sell
-76,378
Closed -$6.08M – 4646
2021
Q3 		$6.08M Buy
76,378
+43,350
+131% +$3.5M ﹤0.01% 3530
2021
Q2 		$2.67M Buy
33,028
+902
+3% +$73.8K ﹤0.01% 3883
2021
Q1 		$2.51M Buy
32,126
+5,470
+21% +$398K ﹤0.01% 3812
2020
Q4 		$1.75M Buy
26,656
+22,528
+546% +$1.37M ﹤0.01% 3699
2020
Q3 		$216K Sell
4,128
-1,492
-27% -$79.7K ﹤0.01% 3949
2020
Q2 		$289K Hold
5,620
– – ﹤0.01% 3876
2020
Q1 		$237K Buy
5,620
+10
+0.2% +$573 ﹤0.01% 3836
2019
Q4 		$365K Sell
5,610
-3,296
-37% -$208K ﹤0.01% 3856
2019
Q3 		$549K Hold
8,906
– – ﹤0.01% 3796
2019
Q2 		$547K Hold
8,906
– – ﹤0.01% 3809
2019
Q1 		$534K Buy
8,906
+254
+3% +$15K ﹤0.01% 3755
2018
Q4 		$455K Sell
8,652
-4,906
-36% -$288K ﹤0.01% 3753
2018
Q3 		$873K Hold
13,558
– – ﹤0.01% 3752
2018
Q2 		$842K Buy
13,558
+3,674
+37% +$224K ﹤0.01% 3732
2018
Q1 		$583K Buy
9,884
+1,376
+16% +$83K ﹤0.01% 3759
2017
Q4 		$518K Buy
8,508
+222
+3% +$13.3K ﹤0.01% 3741
2017
Q3 		$486K Sell
8,286
-418
-5% -$23.7K ﹤0.01% 3758
2017
Q2 		$496K Buy
8,704
+198
+2% +$11.1K ﹤0.01% 3728
2017
Q1 		$481K Buy
8,506
+722
+9% +$40.7K ﹤0.01% 3760
2016
Q4 		$429K Buy
7,784
+3,682
+90% +$195K ﹤0.01% 3764
2016
Q3 		$209K Sell
4,102
-10,824
-73% -$545K ﹤0.01% 3897
2016
Q2 		$727K Buy
+14,926
New +$712K ﹤0.01% 3693

Other funds holding IVOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group's IVOV Position: Q4 2021 in Review

Vanguard Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2021, closing a stake of 76,378 shares — an estimated $6.08M sold.

Vanguard Group first reported a position in IVOV in Q2 2016 and held it in 22 quarters. The position peaked at $6.08M in Q3 2021. 100 funds tracked by Wall St. Rank hold IVOV as of Q4 2021.

  • Vanguard Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Vanguard Group sold 76,378 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $6.08M.
  • Vanguard Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2016 and held it in 22 quarters.
  • Vanguard Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $6.08M in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Vanguard Group's 13F filing for Q4 2021, filed 14 Feb 2022.