PF
IVOV icon

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

PlanVest Financial’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 		$94.9K Buy
832
+27
+3% +$2.94K 0.06% 155
2026
Q1 		$82.1K Buy
+805
New +$84.7K 0.06% 156

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PlanVest Financial's IVOV Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.4% in Q2 2026, buying an estimated $2.94K and bringing the position to 832 shares worth $94.9K. The position accounts for 0.06% of the portfolio, ranked #155.

PlanVest Financial first reported a position in IVOV in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • PlanVest Financial held 832 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $94.9K as of Q2 2026.
  • PlanVest Financial bought 27 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $2.94K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #155 holding.
  • PlanVest Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.