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

Summit Financial Consulting’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
2025
Q4 		– Sell
-3,070
Closed -$309K – 44
2025
Q3 		$309K Sell
3,070
-7
-0.2% -$693 0.25% 35
2025
Q2 		$294K Sell
3,077
-36
-1% -$3.26K 0.26% 34
2025
Q1 		$287K Buy
+3,113
New +$299K 0.27% 34

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Summit Financial Consulting's IVOV Position: Q4 2025 in Review

Summit Financial Consulting sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 3,070 shares — an estimated $309K sold.

Summit Financial Consulting first reported a position in IVOV in Q1 2025 and held it in 3 quarters. The position peaked at $309K in Q3 2025. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

  • Summit Financial Consulting reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 3,070 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $309K.
  • Summit Financial Consulting first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 3 quarters.
  • Summit Financial Consulting's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $309K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Summit Financial Consulting's 13F filing for Q4 2025, filed 23 Jan 2026.