AmeriFlex Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

AmeriFlex Group’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	$101K	Sell	694 -201	-22%	-$27.8K	0.04%	330
2026 Q1	$112K	Hold	895	–	–	0.06%	260
2025 Q4	$108K	Sell	895 -1,257	-58%	-$151K	0.06%	261
2025 Q3	$257K	Buy	2,152 +1,556	+261%	+$182K	0.1%	176
2025 Q2	$67K	Buy	596 +4	+0.7%	+$425	0.04%	327
2025 Q1	$61.1K	Sell	592 -28	-5%	-$3.13K	0.03%	420
2024 Q4	$72.7K	Buy	+620	New	+$72.8K	0.03%	360

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

AmeriFlex Group's IVOG Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 22% in Q2 2026, selling an estimated $27.8K and leaving 694 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #330.

AmeriFlex Group first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q3 2025. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

AmeriFlex Group held 694 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $101K as of Q2 2026.
AmeriFlex Group sold 201 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $27.8K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #330 holding.
AmeriFlex Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $257K in Q3 2025.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.