OFC Financial Planning’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

OFC Financial Planning’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 Q3	$495K	Sell	4,632 -314	-6%	-$35.6K	0.43%	42
2026 Q2	$564K	Sell	4,946 -1,364	-22%	-$149K	0.5%	40
2026 Q1	$643K	Hold	6,310	–	–	0.63%	38
2025 Q4	$637K	Buy	6,310 +354	+6%	+$35.7K	0.61%	39
2025 Q3	$600K	Sell	5,956 -78	-1%	-$7.72K	0.59%	40
2025 Q2	$576K	Sell	6,034 -33	-0.5%	-$2.99K	0.61%	39
2025 Q1	$558K	Sell	6,067 -147	-2%	-$14.1K	0.63%	38
2024 Q4	$594K	Buy	+6,214	New	+$614K	0.63%	38

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

OFC Financial Planning's IVOV Position: Q3 2026 in Review

OFC Financial Planning reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 6.3% in Q3 2026, selling an estimated $35.6K and leaving 4,632 shares worth $495K. The position accounts for 0.43% of the portfolio, ranked #42.

OFC Financial Planning first reported a position in IVOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $643K in Q1 2026. 90 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

OFC Financial Planning held 4,632 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $495K as of Q3 2026.
OFC Financial Planning sold 314 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $35.6K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.43% of OFC Financial Planning's portfolio in Q3 2026, its #42 holding.
OFC Financial Planning first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $643K in Q1 2026.
90 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.