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

Balanced Wealth 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 		$9.67M Buy
66,125
+62,201
+1,585% +$8.59M 3.06% 9
2026
Q1 		$491K Buy
3,924
+1,641
+72% +$209K 0.18% 44
2025
Q4 		$273K Hold
2,283
– – 0.1% 66
2025
Q3 		$260K Hold
2,283
– – 0.11% 63
2025
Q2 		$264K Hold
2,283
– – 0.11% 64
2025
Q1 		$236K Buy
+2,283
New +$255K 0.11% 60

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balanced Wealth Group's IVOG Position: Q2 2026 in Review

Balanced Wealth Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1,585% in Q2 2026, buying an estimated $8.59M and bringing the position to 66,125 shares worth $9.67M. The position accounts for 3.06% of the portfolio, ranked #9.

Balanced Wealth Group first reported a position in IVOG in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Balanced Wealth Group held 66,125 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $9.67M as of Q2 2026.
  • Balanced Wealth Group bought 62,201 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.59M.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 3.06% of Balanced Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Balanced Wealth Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.