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

Wealthcare Advisory Partners’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 		$359K Hold
3,148
– – 0.01% 817
2026
Q1 		$321K Hold
3,148
– – 0.01% 853
2025
Q4 		$318K Buy
3,148
+584
+23% +$59K 0.01% 848
2025
Q3 		$258K Hold
2,564
– – 0.01% 903
2025
Q2 		$245K Sell
2,564
-20
-0.8% -$1.81K 0.01% 864
2025
Q1 		$238K Buy
2,584
+295
+13% +$28.3K 0.01% 821
2024
Q4 		$219K Buy
2,289
+18
+0.8% +$1.78K 0.01% 825
2024
Q3 		$217K Sell
2,271
-36
-2% -$3.3K 0.01% 804
2024
Q2 		$202K Buy
+2,307
New +$202K 0.01% 786

Other funds holding IVOV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Wealthcare Advisory Partners's IVOV Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 3,148 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #817.

Wealthcare Advisory Partners first reported a position in IVOV in Q2 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Wealthcare Advisory Partners held 3,148 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $359K as of Q2 2026.
  • Wealthcare Advisory Partners left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #817 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.