Truist Financial
IVOV icon

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

Truist 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 		$4.64M Sell
45,487
-445
-1% -$46.8K 0.01% 893
2025
Q4 		$4.64M Buy
45,932
+540
+1% +$54.5K 0.01% 891
2025
Q3 		$4.57M Buy
45,392
+1,481
+3% +$147K 0.01% 925
2025
Q2 		$4.19M Buy
43,911
+708
+2% +$64.1K 0.01% 942
2025
Q1 		$3.98M Buy
43,203
+11,972
+38% +$1.15M 0.01% 921
2024
Q4 		$2.98M Buy
31,231
+3,584
+13% +$354K ﹤0.01% 1055
2024
Q3 		$2.65M Buy
27,647
+3,118
+13% +$286K ﹤0.01% 1114
2024
Q2 		$2.15M Buy
24,529
+145
+0.6% +$12.7K ﹤0.01% 1242
2024
Q1 		$2.21M Buy
24,384
+7,985
+49% +$688K ﹤0.01% 1234
2023
Q4 		$1.43M Buy
16,399
+1,502
+10% +$119K ﹤0.01% 1427
2023
Q3 		$1.16M Buy
14,897
+2,037
+16% +$167K ﹤0.01% 1493
2023
Q2 		$1.06M Buy
12,860
+1,250
+11% +$97.3K ﹤0.01% 1562
2023
Q1 		$913K Buy
11,610
+882
+8% +$71.8K ﹤0.01% 1603
2022
Q4 		$823K Buy
10,728
+128
+1% +$9.87K ﹤0.01% 1650
2022
Q3 		$735K Sell
10,600
-468
-4% -$35.8K ﹤0.01% 1633
2022
Q2 		$800K Sell
11,068
-966
-8% -$75.4K ﹤0.01% 1656
2022
Q1 		$1.01M Buy
12,034
+1,670
+16% +$137K ﹤0.01% 1623
2021
Q4 		$874K Buy
10,364
+114
+1% +$9.57K ﹤0.01% 1710
2021
Q3 		$816K Buy
10,250
+422
+4% +$34K ﹤0.01% 1721
2021
Q2 		$795K Sell
9,828
-320
-3% -$26.2K ﹤0.01% 1769
2021
Q1 		$793K Sell
10,148
-8,196
-45% -$597K ﹤0.01% 1720
2020
Q4 		$1.21M Sell
18,344
-17,138
-48% -$1.04M ﹤0.01% 1383
2020
Q3 		$1.86M Sell
35,482
-28,118
-44% -$1.5M ﹤0.01% 1094
2020
Q2 		$3.27M Buy
63,600
+2,454
+4% +$119K 0.01% 843
2020
Q1 		$2.58M Buy
61,146
+4,630
+8% +$265K 0.01% 877
2019
Q4 		$3.68M Buy
+56,516
New +$3.57M 0.01% 869

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

Truist Financial's IVOV Position: Q1 2026 in Review

Truist Financial reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.97% in Q1 2026, selling an estimated $46.8K and leaving 45,487 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #893.

Truist Financial first reported a position in IVOV in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.64M in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Truist Financial held 45,487 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $4.64M as of Q1 2026.
  • Truist Financial sold 445 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $46.8K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #893 holding.
  • Truist Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $4.64M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.