Trustmark National Bank Trust Department’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Trustmark National Bank Trust Department’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	$204K	Hold	2,000	–	–	0.01%	270
2025 Q4	$202K	Sell	2,000 -60	-3%	-$6.06K	0.01%	275
2025 Q3	$208K	Buy	+2,060	New	+$204K	0.01%	272

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 $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 $445B AUM 25.58% 1-Year Est. Return

Trustmark National Bank Trust Department's IVOV Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 2,000 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #270.

Trustmark National Bank Trust Department first reported a position in IVOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Trustmark National Bank Trust Department held 2,000 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $204K as of Q1 2026.
Trustmark National Bank Trust Department 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 0.01% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #270 holding.
Trustmark National Bank Trust Department first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 3 quarters since.
Trustmark National Bank Trust Department's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $208K in Q3 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.