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 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $377B AUM 19.32% 1-Year Est. Return

Savant Capital's IVOV Position: Q1 2026 in Review

Savant Capital reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1% in Q1 2026, selling an estimated $40.6K and leaving 36,576 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #314.

Savant Capital first reported a position in IVOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.73M in Q4 2023. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Savant Capital held 36,576 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $3.73M as of Q1 2026.
Savant Capital sold 386 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $40.6K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Savant Capital's portfolio in Q1 2026, its #314 holding.
Savant Capital first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 11 quarters since.
Savant Capital's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $4.73M in Q4 2023.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.