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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
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

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

Savant Capital's IVOV Position: Q2 2026 in Review

Savant Capital increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 98% in Q2 2026, buying an estimated $3.92M and bringing the position to 72,486 shares worth $7.83M. The position accounts for 0.02% of the portfolio, ranked #328.

Savant Capital first reported a position in IVOV in Q3 2023 and has held it in 12 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Savant Capital held 72,486 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $7.83M as of Q2 2026.
  • Savant Capital bought 35,910 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.92M.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #328 holding.
  • Savant Capital first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.