Independence Bank of Kentucky’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Independence Bank of Kentucky’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Hold	948	–	–	0.01%	317
2026 Q1	$108K	Hold	948	–	–	0.01%	340
2025 Q4	$106K	Hold	948	–	–	0.01%	350
2025 Q3	$105K	Hold	948	–	–	0.01%	349
2025 Q2	$99.5K	Hold	948	–	–	0.01%	345
2025 Q1	$93.6K	Hold	948	–	–	0.01%	345
2024 Q4	$100K	Buy	+948	New	+$103K	0.02%	341

Other funds holding IVOO

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CVSC

C.V. Starr & Co New York $187M AUM 26.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independence Bank of Kentucky's IVOO Position: Q2 2026 in Review

Independence Bank of Kentucky held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 948 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #317.

Independence Bank of Kentucky first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Independence Bank of Kentucky held 948 shares of Vanguard S&P Mid-Cap 400 ETF worth $124K as of Q2 2026.
Independence Bank of Kentucky left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #317 holding.
Independence Bank of Kentucky first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.