Summit Financial, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Summit Financial, LLC holds 5,673 shares of IVOV stock, worth $560,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,673

Holding current value

$560,889

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$94.73 - $102.36 $537,403 - $580,688	5,673 New	5,673 $571,000

Others Institutions Holding IVOV

# of Institutions

166

Shares Held

5.87M

Call Options Held

Put Options Held

Vantagepoint Investment Advisers LLC

1.04M
Shares

$103 Million
0.89% of portfolio
Mariner, LLC Overland Park, KS

861K
Shares

$85.1 Million
0.11% of portfolio
Rockland Trust CO

811K
Shares

$80.2 Million
3.26% of portfolio
Morgan Stanley New York, NY

284K
Shares

$28.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

261K
Shares

$25.8 Million
0.0% of portfolio

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

More about IVOV

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Summit Financial, LLC Vanguard S&P Mid Cap 400 Value Transaction History