Valmark Advisers, Inc. Vanguard S&P Mid Cap 400 Value Transaction History

Valmark Advisers, Inc.

$7.88 Billion
Q4 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,725 shares of IVOV stock, worth $368,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,725

Previous 3,928 5.17%

Holding current value

$368,290

Previous $395,000 6.84%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$97.44 - $101.82 $19,780 - $20,669	-203 Reduced 5.17%	3,725 $368,000
Q2 2025 Jul 23, 2025	SELL	$79.85 - $95.57 $12,696 - $15,195	-159 Reduced 3.89%	3,928 $375,000
Q1 2025 Apr 22, 2025	SELL	$89.89 - $100.28 $63,821 - $71,198	-710 Reduced 14.8%	4,087 $376,000
Q1 2024 May 03, 2024	SELL	$83.49 - $90.8 $3,172 - $3,450	-38 Reduced 0.79%	4,797 $435,000
Q4 2023 Feb 02, 2024	BUY	$71.8 - $88.58 $8,687 - $10,718	121 Added 2.57%	4,835 $421,000

Q3 2023 Nov 07, 2023	BUY	$76.81 - $85.86 $41,323 - $46,192	538 Added 12.88%	4,714 $367,000
Q2 2023 Aug 02, 2023	BUY	$74.86 - $82.32 $25,901 - $28,482	346 Added 9.03%	4,176 $343,000
Q1 2023 May 01, 2023	BUY	$74.3 - $176.9 $151,423 - $360,522	2,038 Added 113.73%	3,830 $301,000
Q4 2022 Feb 06, 2023	BUY	$70.88 - $164.78 $127,016 - $295,285	1,792 New	1,792 $274,000

Others Institutions Holding IVOV

# of Institutions

167

Shares Held

5.85M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

More about IVOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Vanguard S&P Mid Cap 400 Value Transaction History