VIA
IVOV icon

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

Vantagepoint Investment 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 		$108M Sell
1,055,090
-34,804
-3% -$3.66M 0.91% 45
2025
Q4 		$110M Buy
1,089,894
+49,941
+5% +$5.04M 0.89% 45
2025
Q3 		$105M Buy
+1,039,953
New +$103M 0.86% 45

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
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 $377B AUM 19.32% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Vantagepoint Investment Advisers's IVOV Position: Q1 2026 in Review

Vantagepoint Investment Advisers reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.2% in Q1 2026, selling an estimated $3.66M and leaving 1,055,090 shares worth $108M. The position accounts for 0.91% of the portfolio, ranked #45.

Vantagepoint Investment Advisers first reported a position in IVOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $110M in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Vantagepoint Investment Advisers held 1,055,090 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $108M as of Q1 2026.
  • Vantagepoint Investment Advisers sold 34,804 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $3.66M.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.91% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #45 holding.
  • Vantagepoint Investment Advisers first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Vantagepoint Investment Advisers's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $110M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.