Pinnacle Financial Partners (Georgia)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$234K	Buy	2,050 +1	+0%	+$109	﹤0.01%	1073
2026 Q1	$209K	Hold	2,049	–	–	﹤0.01%	1040
2025 Q4	$207K	Buy	+2,049	New	+$207K	﹤0.01%	1017

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

Pinnacle Financial Partners (Georgia)'s IVOV Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.05% in Q2 2026, buying an estimated $109 and bringing the position to 2,050 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Pinnacle Financial Partners (Georgia) first reported a position in IVOV in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 2,050 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $234K as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 1 Vanguard S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $109.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1073 holding.
Pinnacle Financial Partners (Georgia) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.