Silver Oak Wealth Advisors Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Silver Oak Wealth Advisors Services’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	$230K	Hold	2,255	–	–	0.15%	34
2025 Q4	$228K	Hold	2,255	–	–	0.15%	35
2025 Q3	$227K	Hold	2,255	–	–	0.15%	32
2025 Q2	$215K	Hold	2,255	–	–	0.16%	35
2025 Q1	$208K	Hold	2,255	–	–	0.19%	31
2024 Q4	$215K	Buy	+2,255	New	+$223K	0.19%	40

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

Silver Oak Wealth Advisors Services's IVOV Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 2,255 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #34.

Silver Oak Wealth Advisors Services first reported a position in IVOV in Q4 2024 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Silver Oak Wealth Advisors Services held 2,255 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $230K as of Q1 2026.
Silver Oak Wealth Advisors Services left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.15% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #34 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.