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

WealthCollab’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	$286K	Hold	2,808	–	–	0.12%	65
2025 Q4	$284K	Hold	2,808	–	–	0.12%	70
2025 Q3	$283K	Hold	2,808	–	–	0.13%	63
2025 Q2	$268K	Hold	2,808	–	–	0.15%	57
2025 Q1	$258K	Hold	2,808	–	–	0.16%	51
2024 Q4	$268K	Hold	2,808	–	–	0.17%	55
2024 Q3	$269K	Hold	2,808	–	–	0.18%	52
2024 Q2	$246K	Hold	2,808	–	–	0.18%	52
2024 Q1	$255K	Hold	2,808	–	–	0.19%	53
2023 Q4	$245K	Buy	+2,808	New	+$223K	0.19%	52

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthCollab's IVOV Position: Q1 2026 in Review

WealthCollab held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 2,808 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #65.

WealthCollab first reported a position in IVOV in Q4 2023 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

WealthCollab held 2,808 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $286K as of Q1 2026.
WealthCollab left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.12% of WealthCollab's portfolio in Q1 2026, its #65 holding.
WealthCollab first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.