AMG National Trust Bank’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

AMG National Trust Bank’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	$397K	Hold	3,480	–	–	0.01%	351
2026 Q1	$355K	Hold	3,480	–	–	0.01%	407
2025 Q4	$352K	Hold	3,480	–	–	0.01%	380
2025 Q3	$351K	Hold	3,480	–	–	0.01%	380
2025 Q2	$332K	Hold	3,480	–	–	0.01%	375
2025 Q1	$320K	Hold	3,480	–	–	0.01%	373
2024 Q4	$333K	Hold	3,480	–	–	0.01%	380
2024 Q3	$333K	Hold	3,480	–	–	0.01%	368
2024 Q2	$305K	Hold	3,480	–	–	0.01%	383
2024 Q1	$316K	Hold	3,480	–	–	0.01%	367
2023 Q4	$303K	Sell	3,480 -410	-11%	-$32.5K	0.01%	375
2023 Q3	$303K	Hold	3,890	–	–	0.01%	370
2023 Q2	$320K	Hold	3,890	–	–	0.01%	380
2023 Q1	$306K	Hold	3,890	–	–	0.01%	400
2022 Q4	$298K	Hold	3,890	–	–	0.01%	393
2022 Q3	$270K	Hold	3,890	–	–	0.01%	398
2022 Q2	$308K	Hold	3,890	–	–	0.01%	378
2022 Q1	$326K	Hold	3,890	–	–	0.01%	386
2021 Q4	$328K	Buy	3,890 +400	+11%	+$33.6K	0.01%	397
2021 Q3	$278K	Hold	3,490	–	–	0.01%	412
2021 Q2	$282K	Buy	+3,490	New	+$286K	0.01%	407

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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 $445B AUM 25.58% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AMG National Trust Bank's IVOV Position: Q2 2026 in Review

AMG National Trust Bank held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 3,480 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #351.

AMG National Trust Bank first reported a position in IVOV in Q2 2021 and has held it in 21 quarters since. 91 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

AMG National Trust Bank held 3,480 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $397K as of Q2 2026.
AMG National Trust Bank 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 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #351 holding.
AMG National Trust Bank first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 21 quarters since.
91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.