William Blair & Company
IVOV icon

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

William Blair & Company’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 		$253K Sell
2,479
-36
-1% -$3.79K ﹤0.01% 1396
2025
Q4 		$254K Buy
2,515
+242
+11% +$24.4K ﹤0.01% 1370
2025
Q3 		$229K Hold
2,273
– – ﹤0.01% 1411
2025
Q2 		$217K Hold
2,273
– – ﹤0.01% 1389
2025
Q1 		$209K Buy
2,273
+873
+62% +$83.8K ﹤0.01% 1389
2024
Q4 		$134K Hold
1,400
– – ﹤0.01% 1502
2024
Q3 		$134K Sell
1,400
-22
-2% -$2.02K ﹤0.01% 1503
2024
Q2 		$125K Sell
1,422
-75
-5% -$6.57K ﹤0.01% 1479
2024
Q1 		$136K Sell
1,497
-225
-13% -$19.4K ﹤0.01% 1477
2023
Q4 		$150K Hold
1,722
– – ﹤0.01% 1450
2023
Q3 		$134K Hold
1,722
– – ﹤0.01% 1458
2023
Q2 		$142K Buy
1,722
+400
+30% +$31.1K ﹤0.01% 1465
2023
Q1 		$104K Hold
1,322
– – ﹤0.01% 1498
2022
Q4 		$101K Sell
1,322
-300
-18% -$23.1K ﹤0.01% 1491
2022
Q3 		$113K Buy
1,622
+390
+32% +$29.8K ﹤0.01% 1489
2022
Q2 		$89K Buy
1,232
+120
+11% +$9.36K ﹤0.01% 1552
2022
Q1 		$93K Buy
1,112
+490
+79% +$40.3K ﹤0.01% 1647
2021
Q4 		$52K Buy
622
+80
+15% +$6.71K ﹤0.01% 1772
2021
Q3 		$43K Sell
542
-200
-27% -$16.1K ﹤0.01% 1697
2021
Q2 		$60K Buy
742
+240
+48% +$19.6K ﹤0.01% 1670
2021
Q1 		$39K Hold
502
– – ﹤0.01% 1690
2020
Q4 		$33K Hold
502
– – ﹤0.01% 1658
2020
Q3 		$26K Hold
502
– – ﹤0.01% 1561
2020
Q2 		$26K Hold
502
– – ﹤0.01% 1511
2020
Q1 		$21K Sell
502
-400
-44% -$22.9K ﹤0.01% 1485
2019
Q4 		$59K Hold
902
– – ﹤0.01% 1472
2019
Q3 		$56K Hold
902
– – ﹤0.01% 1442
2019
Q2 		$55K Hold
902
– – ﹤0.01% 1486
2019
Q1 		$54K Sell
902
-110
-11% -$6.49K ﹤0.01% 1458
2018
Q4 		$53K Hold
1,012
– – ﹤0.01% 1379
2018
Q3 		$65K Hold
1,012
– – ﹤0.01% 1429
2018
Q2 		$63K Hold
1,012
– – ﹤0.01% 1391
2018
Q1 		$60K Buy
+1,012
New +$61K ﹤0.01% 1324

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

William Blair & Company's IVOV Position: Q1 2026 in Review

William Blair & Company reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.4% in Q1 2026, selling an estimated $3.79K and leaving 2,479 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

William Blair & Company first reported a position in IVOV in Q1 2018 and has held it in 33 quarters since. The position peaked at $254K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • William Blair & Company held 2,479 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $253K as of Q1 2026.
  • William Blair & Company sold 36 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $3.79K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1396 holding.
  • William Blair & Company first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 33 quarters since.
  • William Blair & Company's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $254K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.