LFS
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Lutz Financial Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Lutz Financial Services’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 		$11.7M Sell
114,826
-1,654
-1% -$174K 0.79% 33
2025
Q4 		$11.8M Sell
116,480
-1,255
-1% -$127K 0.8% 32
2025
Q3 		$11.9M Sell
117,735
-1,645
-1% -$163K 0.86% 32
2025
Q2 		$11.4M Buy
119,380
+985
+0.8% +$89.2K 0.88% 32
2025
Q1 		$10.9M Sell
118,395
-3,502
-3% -$336K 0.89% 30
2024
Q4 		$11.6M Sell
121,897
-898
-0.7% -$88.8K 0.94% 30
2024
Q3 		$11.8M Sell
122,795
-2,279
-2% -$209K 0.95% 30
2024
Q2 		$11M Sell
125,074
-1,294
-1% -$113K 0.95% 30
2024
Q1 		$11.5M Sell
126,368
-7,614
-6% -$656K 1% 30
2023
Q4 		$11.7M Sell
133,982
-975
-0.7% -$77.3K 1.1% 28
2023
Q3 		$10.5M Sell
134,957
-4,085
-3% -$335K 1.15% 23
2023
Q2 		$11.4M Sell
139,042
-1,177
-0.8% -$91.6K 1.23% 24
2023
Q1 		$11M Sell
140,219
-2,047
-1% -$167K 1.26% 24
2022
Q4 		$10.9M Sell
142,266
-3,890
-3% -$300K 1.34% 23
2022
Q3 		$10.1M Sell
146,156
-1,380
-0.9% -$105K 1.39% 21
2022
Q2 		$10.7M Sell
147,536
-12
-0% -$936 1.41% 23
2022
Q1 		$12.4M Sell
147,548
-564
-0.4% -$46.4K 1.52% 20
2021
Q4 		$12.5M Buy
148,112
+64
+0% +$5.37K 1.53% 22
2021
Q3 		$11.8M Sell
148,048
-1,414
-0.9% -$114K 1.53% 22
2021
Q2 		$12.1M Sell
149,462
-4,280
-3% -$350K 1.61% 21
2021
Q1 		$12M Sell
153,742
-6,986
-4% -$509K 1.78% 20
2020
Q4 		$10.6M Sell
160,728
-1,240
-0.8% -$75.5K 1.74% 18
2020
Q3 		$8.49M Sell
161,968
-1,304
-0.8% -$69.7K 1.64% 19
2020
Q2 		$8.39M Buy
163,272
+20,516
+14% +$991K 1.71% 18
2020
Q1 		$6.02M Sell
142,756
-101,058
-41% -$5.79M 1.34% 24
2019
Q4 		$15.9M Sell
243,814
-27,426
-10% -$1.73M 2.82% 12
2019
Q3 		$16.7M Sell
271,240
-27,060
-9% -$1.64M 3.21% 11
2019
Q2 		$18.3M Sell
298,300
-51,198
-15% -$3.11M 3.59% 10
2019
Q1 		$21M Buy
349,498
+42,226
+14% +$2.49M 4.27% 8
2018
Q4 		$16.2M Sell
307,272
-11,656
-4% -$685K 3.61% 10
2018
Q3 		$20.5M Buy
318,928
+56,496
+22% +$3.62M 4.54% 11
2018
Q2 		$16.3M Buy
262,432
+20,032
+8% +$1.22M 4.64% 11
2018
Q1 		$14.3M Buy
242,400
+22,242
+10% +$1.34M 4.22% 11
2017
Q4 		$13.4M Buy
+220,158
New +$13.2M 3.91% 12

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lutz Financial Services's IVOV Position: Q1 2026 in Review

Lutz Financial Services reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.4% in Q1 2026, selling an estimated $174K and leaving 114,826 shares worth $11.7M. The position accounts for 0.79% of the portfolio, ranked #33.

Lutz Financial Services first reported a position in IVOV in Q4 2017 and has held it in 34 quarters since. The position peaked at $21M in Q1 2019. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Lutz Financial Services held 114,826 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $11.7M as of Q1 2026.
  • Lutz Financial Services sold 1,654 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $174K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.79% of Lutz Financial Services's portfolio in Q1 2026, its #33 holding.
  • Lutz Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Lutz Financial Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $21M in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.