Aptus Capital Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Aptus Capital Advisors’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	$436K	Sell	2,981 -46	-2%	-$6.35K	﹤0.01%	825
2026 Q1	$378K	Sell	3,027 -79	-3%	-$10.1K	﹤0.01%	795
2025 Q4	$373K	Sell	3,106 -147	-5%	-$17.6K	﹤0.01%	822
2025 Q3	$389K	Buy	3,253 +38	+1%	+$4.45K	﹤0.01%	770
2025 Q2	$363K	Buy	3,215 +198	+7%	+$21.1K	﹤0.01%	769
2025 Q1	$311K	Sell	3,017 -364	-11%	-$40.7K	﹤0.01%	763
2024 Q4	$381K	Sell	3,381 -68	-2%	-$7.98K	﹤0.01%	714
2024 Q3	$395K	Buy	3,449 +3,283	+1,978%	+$365K	0.01%	599
2024 Q2	$18.2K	Buy	166 +2	+1%	+$220	﹤0.01%	980
2024 Q1	$18.6K	Hold	164	–	–	﹤0.01%	978
2023 Q4	$16.1K	Buy	+164	New	+$15K	﹤0.01%	763
2023 Q2	–	Sell	-10	Closed	-$889	–	833
2023 Q1	$889	Buy	+10	New	+$885	﹤0.01%	776

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

Aptus Capital Advisors's IVOG Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.5% in Q2 2026, selling an estimated $6.35K and leaving 2,981 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Aptus Capital Advisors first reported a position in IVOG in Q1 2023 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Aptus Capital Advisors held 2,981 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $436K as of Q2 2026.
Aptus Capital Advisors sold 46 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.35K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #825 holding.
Aptus Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 12 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.