Cary Street Partners’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Cary Street Partners’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	$2.01M	Hold	13,728	–	–	0.04%	362
2026 Q1	$1.72M	Hold	13,728	–	–	0.04%	346
2025 Q4	$1.65M	Sell	13,728 -1,863	-12%	-$224K	0.04%	353
2025 Q3	$1.86M	Sell	15,591 -90	-0.6%	-$10.5K	0.05%	331
2025 Q2	$1.77M	Sell	15,681 -42,770	-73%	-$4.55M	0.05%	326
2025 Q1	$6.03M	Buy	58,451 +5,019	+9%	+$561K	0.19%	125
2024 Q4	$6.02M	Buy	+53,432	New	+$6.27M	0.2%	117

Other funds holding IVOG

SCM

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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Cary Street Partners's IVOG Position: Q2 2026 in Review

Cary Street Partners held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 13,728 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #362.

Cary Street Partners first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.03M in Q1 2025. 34 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Cary Street Partners held 13,728 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.01M as of Q2 2026.
Cary Street Partners 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 0.04% of Cary Street Partners's portfolio in Q2 2026, its #362 holding.
Cary Street Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.03M in Q1 2025.
34 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.