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
Q3 		$3.95M Sell
36,330
-790
-2% -$89.6K 0.01% 1237
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

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVOV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 2.1% in Q3 2026, selling an estimated $89.6K and leaving 36,330 shares worth $3.95M. The position accounts for 0.01% of the portfolio, ranked #1237.

Wealth Enhancement Advisory Services first reported a position in IVOV in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.52M in Q4 2024. 8 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 36,330 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $3.95M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 790 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $89.6K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1237 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 13 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $9.52M in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.