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 Q2	$126M	Buy	1,104,927 +49,837	+5%	+$5.43M	0.94%	42
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 Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Vantagepoint Investment Advisers's IVOV Position: Q2 2026 in Review

Vantagepoint Investment Advisers increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 4.7% in Q2 2026, buying an estimated $5.43M and bringing the position to 1,104,927 shares worth $126M. The position accounts for 0.94% of the portfolio, ranked #42.

Vantagepoint Investment Advisers first reported a position in IVOV in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Vantagepoint Investment Advisers held 1,104,927 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $126M as of Q2 2026.
Vantagepoint Investment Advisers bought 49,837 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.43M.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.94% of Vantagepoint Investment Advisers's portfolio in Q2 2026, its #42 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 4 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.