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

Summit Financial’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	$458K	Sell	4,012 -1,745	-30%	-$190K	0.01%	1134
2026 Q1	$587K	Buy	5,757 +136	+2%	+$14.3K	0.01%	942
2025 Q4	$568K	Sell	5,621 -52	-0.9%	-$5.25K	0.01%	853
2025 Q3	$572K	Buy	+5,673	New	+$562K	0.01%	848

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's IVOV Position: Q2 2026 in Review

Summit Financial reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 30% in Q2 2026, selling an estimated $190K and leaving 4,012 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1134.

Summit Financial first reported a position in IVOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $587K in Q1 2026. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Summit Financial held 4,012 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $458K as of Q2 2026.
Summit Financial sold 1,745 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $190K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1134 holding.
Summit Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $587K in Q1 2026.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.