Advisor Resource Council’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Advisor Resource Council’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$789K	Sell	5,474 -31	-0.6%	-$4.28K	0.22%	95
2026 Q1	$688K	Buy	5,505 +153	+3%	+$19.5K	0.22%	92
2025 Q4	$677K	Buy	+5,352	New	+$642K	0.24%	92
2025 Q2	–	Sell	-40,372	Closed	-$4.08M	–	378
2025 Q1	$4.08M	Buy	+40,372	New	+$4.51M	0.33%	78
2024 Q4	–	Sell	-4,640	Closed	-$532K	–	170
2024 Q3	$532K	Buy	+4,640	New	+$516K	0.24%	111

Other funds holding IVOG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Resource Council's IVOG Position: Q2 2026 in Review

Advisor Resource Council reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.56% in Q2 2026, selling an estimated $4.28K and leaving 5,474 shares worth $789K. The position accounts for 0.22% of the portfolio, ranked #95.

Advisor Resource Council first reported a position in IVOG in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.08M in Q1 2025. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Advisor Resource Council held 5,474 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $789K as of Q2 2026.
Advisor Resource Council sold 31 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.28K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.22% of Advisor Resource Council's portfolio in Q2 2026, its #95 holding.
Advisor Resource Council first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 5 quarters since.
Advisor Resource Council's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $4.08M in Q1 2025.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.