American Financial & Tax Strategies’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

American Financial & Tax Strategies’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	$595K	Hold	4,066	–	–	0.27%	69
2026 Q1	$508K	Sell	4,066 -8	-0.2%	-$1.02K	0.25%	72
2025 Q4	$490K	Hold	4,074	–	–	0.24%	71
2025 Q3	$487K	Sell	4,074 -417	-9%	-$48.9K	0.24%	69
2025 Q2	$508K	Hold	4,491	–	–	0.26%	68
2025 Q1	$463K	Sell	4,491 -777	-15%	-$86.8K	0.25%	67
2024 Q4	$594K	Sell	5,268 -132	-2%	-$15.5K	0.31%	62
2024 Q3	$619K	Sell	5,400 -187	-3%	-$20.8K	0.31%	63
2024 Q2	$612K	Sell	5,587 -65	-1%	-$7.14K	0.32%	63
2024 Q1	$641K	Sell	5,652 -303	-5%	-$31.3K	0.34%	62
2023 Q4	$585K	Buy	+5,955	New	+$545K	0.33%	64

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

American Financial & Tax Strategies's IVOG Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 4,066 shares worth $595K. The position accounts for 0.27% of the portfolio, ranked #69.

American Financial & Tax Strategies first reported a position in IVOG in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q1 2024. 117 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

American Financial & Tax Strategies held 4,066 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $595K as of Q2 2026.
American Financial & Tax Strategies left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.27% of American Financial & Tax Strategies's portfolio in Q2 2026, its #69 holding.
American Financial & Tax Strategies first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $641K in Q1 2024.
117 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.