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

Savant Capital’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	$3.76M	Sell	35,192 -37,294	-51%	-$4.23M	0.01%	583
2026 Q2	$7.83M	Buy	72,486 +35,910	+98%	+$3.92M	0.02%	328
2026 Q1	$3.73M	Sell	36,576 -386	-1%	-$40.6K	0.02%	314
2025 Q4	$3.73M	Sell	36,962 -1,474	-4%	-$149K	0.02%	293
2025 Q3	$3.87M	Sell	38,436 -2,999	-7%	-$297K	0.02%	273
2025 Q2	$3.96M	Sell	41,435 -1,295	-3%	-$117K	0.03%	238
2025 Q1	$3.93M	Sell	42,730 -453	-1%	-$43.5K	0.03%	220
2024 Q4	$4.13M	Sell	43,183 -1,086	-2%	-$107K	0.03%	267
2024 Q3	$4.24M	Sell	44,269 -1,819	-4%	-$167K	0.04%	247
2024 Q2	$4.04M	Sell	46,088 -2,134	-4%	-$187K	0.04%	224
2024 Q1	$4.38M	Sell	48,222 -6,061	-11%	-$522K	0.05%	200
2023 Q4	$4.73M	Sell	54,283 -2,107	-4%	-$167K	0.06%	179
2023 Q3	$4.39M	Buy	+56,390	New	+$4.63M	0.07%	175

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital's IVOV Position: Q3 2026 in Review

Savant Capital reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 51% in Q3 2026, selling an estimated $4.23M and leaving 35,192 shares worth $3.76M. The position accounts for 0.01% of the portfolio, ranked #583.

Savant Capital first reported a position in IVOV in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.83M in Q2 2026. 82 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

Savant Capital held 35,192 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $3.76M as of Q3 2026.
Savant Capital sold 37,294 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $4.23M.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Savant Capital's portfolio in Q3 2026, its #583 holding.
Savant Capital first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 13 quarters since.
Savant Capital's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $7.83M in Q2 2026.
82 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.