Wealth Enhancement Advisory Services
IVOV icon

Wealth Enhancement Advisory Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.2M Buy
37,120
+5,378
+17% +$586K 0.01% 1129
2026
Q1 		$3.26M Sell
31,742
-6,914
-18% -$727K 0.01% 1129
2025
Q4 		$4.05M Buy
38,656
+5,032
+15% +$508K 0.01% 1121
2025
Q3 		$3.39M Sell
33,624
-2,155
-6% -$213K 0.01% 1154
2025
Q2 		$3.53M Buy
35,779
+11,030
+45% +$999K 0.01% 1062
2025
Q1 		$2.28M Sell
24,749
-74,903
-75% -$7.19M ﹤0.01% 1180
2024
Q4 		$9.52M Buy
99,652
+10,047
+11% +$993K 0.02% 576
2024
Q3 		$8.58M Sell
89,605
-17
-0% -$1.56K 0.02% 559
2024
Q2 		$7.85M Sell
89,622
-3,995
-4% -$350K 0.02% 556
2024
Q1 		$8.5M Sell
93,617
-5,506
-6% -$474K 0.02% 521
2023
Q4 		$8.64M Buy
99,123
+82,956
+513% +$6.58M 0.03% 476
2023
Q3 		$1.26M Buy
+16,167
New +$1.33M ﹤0.01% 1008

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVOV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 17% in Q2 2026, buying an estimated $586K and bringing the position to 37,120 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #1129.

Wealth Enhancement Advisory Services first reported a position in IVOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.52M in Q4 2024. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 37,120 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $4.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,378 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $586K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1129 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $9.52M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.