Avantax Advisory Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
4,358
+1,530
+54% +$163K ﹤0.01% 1591
2025
Q1
$292K Buy
+2,828
New +$316K ﹤0.01% 1844
2024
Q4
Sell
-2,129
Closed -$244K 2229
2024
Q3
$244K Buy
2,129
+201
+10% +$22.4K ﹤0.01% 1896
2024
Q2
$211K Buy
+1,928
New +$212K ﹤0.01% 1919

Other funds holding IVOG

Avantax Advisory Services's IVOG Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 54% in Q2 2025, buying an estimated $163K and bringing the position to 4,358 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Avantax Advisory Services first reported a position in IVOG in Q2 2024 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold IVOG as of Q2 2025.

  • Avantax Advisory Services held 4,358 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $493K as of Q2 2025.
  • Avantax Advisory Services bought 1,530 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $163K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1591 holding.
  • Avantax Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.