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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
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 $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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's IVOV Position: Q1 2026 in Review

Summit Financial increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 2.4% in Q1 2026, buying an estimated $14.3K and bringing the position to 5,757 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #942.

Summit Financial first reported a position in IVOV in Q3 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Summit Financial held 5,757 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $587K as of Q1 2026.
  • Summit Financial bought 136 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $14.3K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #942 holding.
  • Summit Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.