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

Bernard Wealth Management’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 Q1	–	Sell	-56	Closed	-$6.73K	–	369
2025 Q4	$6.73K	Hold	56	–	–	﹤0.01%	233
2025 Q3	$6.69K	Hold	56	–	–	﹤0.01%	229
2025 Q2	$6.33K	Hold	56	–	–	﹤0.01%	228
2025 Q1	$5.78K	Hold	56	–	–	﹤0.01%	249
2024 Q4	$6.31K	Buy	+56	New	+$6.58K	﹤0.01%	226

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bernard Wealth Management's IVOG Position: Q1 2026 in Review

Bernard Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026, closing a stake of 56 shares — an estimated $6.73K sold.

Bernard Wealth Management first reported a position in IVOG in Q4 2024 and held it in 5 quarters. The position peaked at $6.73K in Q4 2025. 180 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Bernard Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Bernard Wealth Management sold 56 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $6.73K.
Bernard Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 5 quarters.
Bernard Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.73K in Q4 2025.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.