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

CAPTRUST Financial 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	$476K	Buy	+3,251	New	+$449K	﹤0.01%	2218
2025 Q1	–	Sell	-3,491	Closed	-$393K	–	2409
2024 Q4	$393K	Buy	3,491 +131	+4%	+$15.4K	﹤0.01%	1746
2024 Q3	$385K	Buy	3,360 +1,416	+73%	+$158K	﹤0.01%	1737
2024 Q2	$213K	Hold	1,944	–	–	﹤0.01%	2003
2024 Q1	$221K	Sell	1,944 -1,010	-34%	-$104K	﹤0.01%	1949
2023 Q4	$290K	Hold	2,954	–	–	﹤0.01%	2135
2023 Q3	$267K	Hold	2,954	–	–	﹤0.01%	2073
2023 Q2	$276K	Buy	+2,954	New	+$262K	﹤0.01%	2036
2022 Q3	–	Sell	-1,334	Closed	-$105K	–	3059
2022 Q2	$105K	Buy	1,334 +374	+39%	+$32.6K	﹤0.01%	2159
2022 Q1	$92K	Buy	+960	New	+$91.9K	﹤0.01%	2338
2017 Q3	–	Sell	-2	Closed	–	–	577
2017 Q2	$0	Buy	+2	New	+$120	﹤0.01%	275

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

CAPTRUST Financial Advisors's IVOG Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 3,251 shares worth $476K. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in IVOG as recently as Q4 2024.

CAPTRUST Financial Advisors first reported a position in IVOG in Q2 2017 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

CAPTRUST Financial Advisors held 3,251 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $476K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2218 holding.
CAPTRUST Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 11 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.