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

WPG Advisers’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 		$37.1K Hold
325
– – 0.02% 383
2026
Q1 		$33.1K Hold
325
– – 0.02% 362
2025
Q4 		$32.8K Hold
325
– – 0.02% 381
2025
Q3 		$32.8K Hold
325
– – 0.03% 389
2025
Q2 		$31K Hold
325
– – 0.03% 390
2025
Q1 		$29.9K Buy
+325
New +$31.2K 0.03% 380

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
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 $445B AUM 25.58% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPG Advisers's IVOV Position: Q2 2026 in Review

WPG Advisers held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 325 shares worth $37.1K. The position accounts for 0.02% of the portfolio, ranked #383.

WPG Advisers first reported a position in IVOV in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • WPG Advisers held 325 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $37.1K as of Q2 2026.
  • WPG Advisers 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 0.02% of WPG Advisers's portfolio in Q2 2026, its #383 holding.
  • WPG Advisers first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.