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

Wealthquest’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	$403K	Hold	3,530	–	–	0.03%	117
2026 Q1	$360K	Hold	3,530	–	–	0.03%	103
2025 Q4	$357K	Buy	+3,530	New	+$356K	0.03%	101
2025 Q3	–	Sell	-3,530	Closed	-$337K	–	81
2025 Q2	$337K	Hold	3,530	–	–	0.03%	98
2025 Q1	$325K	Hold	3,530	–	–	0.03%	96
2024 Q4	$337K	Hold	3,530	–	–	0.03%	95
2024 Q3	$335K	Hold	3,530	–	–	0.03%	96
2024 Q2	$309K	Hold	3,530	–	–	0.03%	94
2024 Q1	$321K	Hold	3,530	–	–	0.03%	100
2023 Q4	$308K	Hold	3,530	–	–	0.03%	107
2023 Q3	$275K	Hold	3,530	–	–	0.03%	107
2023 Q2	$291K	Hold	3,530	–	–	0.03%	100
2023 Q1	$278K	Hold	3,530	–	–	0.04%	102
2022 Q4	$271K	Hold	3,530	–	–	0.03%	103
2022 Q3	$244K	Hold	3,530	–	–	0.03%	106
2022 Q2	$255K	Hold	3,530	–	–	0.04%	104
2022 Q1	$297K	Hold	3,530	–	–	0.05%	110
2021 Q4	$297K	Hold	3,530	–	–	0.05%	110
2021 Q3	$280K	Hold	3,530	–	–	0.05%	108
2021 Q2	$285K	Hold	3,530	–	–	0.05%	113
2021 Q1	$275K	Buy	+3,530	New	+$257K	0.05%	112

Other funds holding IVOV

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealthquest's IVOV Position: Q2 2026 in Review

Wealthquest held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 3,530 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #117.

Wealthquest first reported a position in IVOV in Q1 2021 and has held it in 21 quarters since. 38 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Wealthquest held 3,530 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $403K as of Q2 2026.
Wealthquest 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 0.03% of Wealthquest's portfolio in Q2 2026, its #117 holding.
Wealthquest first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 21 quarters since.
38 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.