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 Q2	–	Sell	-2,000	Closed	-$204K	–	283
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 $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

Trustmark National Bank Trust Department's IVOV Position: Q2 2026 in Review

Trustmark National Bank Trust Department sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026, closing a stake of 2,000 shares — an estimated $204K sold.

Trustmark National Bank Trust Department first reported a position in IVOV in Q3 2025 and held it in 3 quarters. The position peaked at $208K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Trustmark National Bank Trust Department reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Trustmark National Bank Trust Department sold 2,000 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $204K.
Trustmark National Bank Trust Department first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2025 and held it in 3 quarters.
Trustmark National Bank Trust Department's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $208K in Q3 2025.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.