Cambridge Financial Group (Arizona)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Cambridge Financial Group (Arizona)’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	–	Sell	-4,013	Closed	-$392K	–	175
2025 Q4	$392K	Buy	4,013 +1,396	+53%	+$141K	0.14%	116
2025 Q3	$264K	Hold	2,617	–	–	0.08%	149
2025 Q2	$250K	Hold	2,617	–	–	0.09%	133
2025 Q1	$240K	Sell	2,617 -1,372	-34%	-$132K	0.1%	128
2024 Q4	$381K	Buy	3,989 +45	+1%	+$4.45K	0.16%	89
2024 Q3	$378K	Sell	3,944 -230	-6%	-$21.1K	0.16%	89
2024 Q2	$366K	Hold	4,174	–	–	0.17%	89
2024 Q1	$379K	Hold	4,174	–	–	0.18%	83
2023 Q4	$364K	Buy	+4,174	New	+$331K	0.19%	79

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

Cambridge Financial Group (Arizona)'s IVOV Position: Q1 2026 in Review

Cambridge Financial Group (Arizona) sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 4,013 shares — an estimated $392K sold.

Cambridge Financial Group (Arizona) first reported a position in IVOV in Q4 2023 and held it in 9 quarters. The position peaked at $392K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Cambridge Financial Group (Arizona) reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 4,013 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $392K.
Cambridge Financial Group (Arizona) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 9 quarters.
Cambridge Financial Group (Arizona)'s Vanguard S&P Mid-Cap 400 Value ETF position peaked at $392K 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 Cambridge Financial Group (Arizona)'s 13F filing for Q1 2026, filed 8 Apr 2026.