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 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

OFC Financial Planning's IVOV Position: Q2 2026 in Review

OFC Financial Planning reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 22% in Q2 2026, selling an estimated $149K and leaving 4,946 shares worth $564K. The position accounts for 0.5% of the portfolio, ranked #40.

OFC Financial Planning first reported a position in IVOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q1 2026. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

OFC Financial Planning held 4,946 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $564K as of Q2 2026.
OFC Financial Planning sold 1,364 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $149K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.5% of OFC Financial Planning's portfolio in Q2 2026, its #40 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 7 quarters since.
OFC Financial Planning's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $643K in Q1 2026.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.