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

Western Wealth Management’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	$312K	Buy	3,061 +624	+26%	+$65.6K	0.01%	783
2025 Q4	$246K	Hold	2,437	–	–	0.01%	734
2025 Q3	$246K	Hold	2,437	–	–	0.01%	669
2025 Q2	$233K	Sell	2,437 -144	-6%	-$13K	0.01%	638
2025 Q1	$238K	Hold	2,581	–	–	0.02%	600
2024 Q4	$247K	Sell	2,581 -15	-0.6%	-$1.48K	0.02%	578
2024 Q3	$249K	Hold	2,596	–	–	0.01%	660
2024 Q2	$227K	Sell	2,596 -228	-8%	-$20K	0.02%	592
2024 Q1	$256K	Sell	2,824 -203	-7%	-$17.5K	0.02%	550
2023 Q4	$264K	Buy	3,027 +203	+7%	+$16.1K	0.02%	581
2023 Q3	$220K	Hold	2,824	–	–	0.02%	585
2023 Q2	$232K	Hold	2,824	–	–	0.02%	576
2023 Q1	$222K	Hold	2,824	–	–	0.02%	586
2022 Q4	$217K	Sell	2,824 -3,064	-52%	-$236K	0.02%	551
2022 Q3	$409K	Sell	5,888 -364	-6%	-$27.8K	0.02%	553
2022 Q2	$452K	Sell	6,252 -968	-13%	-$75.5K	0.03%	502
2022 Q1	$604K	Buy	7,220 +4,014	+125%	+$330K	0.03%	473
2021 Q4	$270K	Buy	+3,206	New	+$269K	0.03%	505
2021 Q2	$284K	Buy	3,516 +306	+10%	+$25K	0.03%	509
2021 Q1	$251K	Buy	3,210 +40	+1%	+$2.91K	0.03%	448
2020 Q4	$209K	Buy	+3,170	New	+$193K	0.03%	438
2020 Q3	–	Sell	-4,784	Closed	-$246K	–	461
2020 Q2	$246K	Sell	4,784 -1,646	-26%	-$79.5K	0.04%	352
2020 Q1	$271K	Hold	6,430	–	–	0.06%	284
2019 Q4	$418K	Hold	6,430	–	–	0.06%	259
2019 Q3	$396K	Hold	6,430	–	–	0.08%	246
2019 Q2	$395K	Buy	6,430 +30	+0.5%	+$1.82K	0.05%	260
2019 Q1	$386K	Hold	6,400	–	–	0.09%	241
2018 Q4	$338K	Buy	+6,400	New	+$376K	0.09%	232

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

Western Wealth Management's IVOV Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 26% in Q1 2026, buying an estimated $65.6K and bringing the position to 3,061 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #783.

Western Wealth Management first reported a position in IVOV in Q4 2018 and has held it in 28 quarters since. The position peaked at $604K in Q1 2022. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Western Wealth Management held 3,061 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $312K as of Q1 2026.
Western Wealth Management bought 624 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $65.6K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #783 holding.
Western Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 28 quarters since.
Western Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $604K in Q1 2022.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.