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

AssetMark Inc’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	$86.3K	Hold	590	–	–	﹤0.01%	1670
2026 Q1	$73.8K	Hold	590	–	–	﹤0.01%	1637
2025 Q4	$70.9K	Hold	590	–	–	﹤0.01%	1600
2025 Q3	$70.5K	Buy	590 +99	+20%	+$11.6K	﹤0.01%	1523
2025 Q2	$55.5K	Sell	491 -4,861	-91%	-$517K	﹤0.01%	1529
2025 Q1	$552K	Buy	+5,352	New	+$598K	﹤0.01%	962
2024 Q1	–	Sell	-18	Closed	-$1.77K	–	2021
2023 Q4	$1.77K	Sell	18 -1,969	-99%	-$180K	﹤0.01%	1563
2023 Q3	$179K	Sell	1,987 -1,737	-47%	-$163K	﹤0.01%	888
2023 Q2	$348K	Buy	+3,724	New	+$330K	﹤0.01%	777
2023 Q1	–	Sell	-40	Closed	-$3.39K	–	1660
2022 Q4	$3.39K	Buy	+40	New	+$3.43K	﹤0.01%	1392
2021 Q2	–	Sell	-6	Closed	-$1K	–	1433
2021 Q1	$1K	Buy	+6	New	+$572	﹤0.01%	1261
2020 Q4	–	Sell	-110	Closed	-$8K	–	1439
2020 Q3	$8K	Buy	+110	New	+$8.12K	﹤0.01%	939

Other funds holding IVOG

SCM

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 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

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

SJGA

Stephen J. Garry & Associates Garden City, New York $137M AUM 21.01% 1-Year Est. Return

CFSG

Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's IVOG Position: Q2 2026 in Review

AssetMark Inc held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 590 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

AssetMark Inc first reported a position in IVOG in Q3 2020 and has held it in 12 quarters since. The position peaked at $552K in Q1 2025. 81 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

AssetMark Inc held 590 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $86.3K as of Q2 2026.
AssetMark Inc 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 ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1670 holding.
AssetMark Inc first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 12 quarters since.
AssetMark Inc's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $552K in Q1 2025.
81 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.