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

Glenview Trust’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	$330K	Hold	3,234	–	–	0.01%	421
2025 Q4	$327K	Hold	3,234	–	–	0.01%	419
2025 Q3	$326K	Sell	3,234 -175	-5%	-$17.3K	0.01%	418
2025 Q2	$325K	Sell	3,409 -250	-7%	-$22.6K	0.01%	419
2025 Q1	$337K	Sell	3,659 -211	-5%	-$20.3K	0.01%	398
2024 Q4	$370K	Hold	3,870	–	–	0.01%	391
2024 Q3	$370K	Buy	+3,870	New	+$355K	0.01%	389

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

Glenview Trust's IVOV Position: Q1 2026 in Review

Glenview Trust held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 3,234 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #421.

Glenview Trust first reported a position in IVOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Glenview Trust held 3,234 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $330K as of Q1 2026.
Glenview Trust left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #421 holding.
Glenview Trust first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 7 quarters since.
Glenview Trust's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $370K in Q3 2024.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.