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

Centaurus Financial’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	$1.97M	Buy	13,481 +213	+2%	+$29.4K	0.08%	258
2026 Q1	$1.66M	Buy	13,268 +3,382	+34%	+$431K	0.08%	235
2025 Q4	$1.19M	Buy	9,886 +103	+1%	+$12.4K	0.05%	300
2025 Q3	$1.17M	Sell	9,783 -10	-0.1%	-$1.17K	0.05%	293
2025 Q2	$1.11M	Sell	9,793 -226	-2%	-$24K	0.06%	278
2025 Q1	$1.03M	Buy	10,019 +1,989	+25%	+$222K	0.06%	274
2024 Q4	$905K	Buy	+8,030	New	+$943K	0.06%	293
2018 Q3	–	Sell	-160	Closed	-$11K	–	1290
2018 Q2	$11K	Buy	+160	New	+$11.1K	﹤0.01%	1516

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

Centaurus Financial's IVOG Position: Q2 2026 in Review

Centaurus Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.6% in Q2 2026, buying an estimated $29.4K and bringing the position to 13,481 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #258.

Centaurus Financial first reported a position in IVOG in Q2 2018 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Centaurus Financial held 13,481 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.97M as of Q2 2026.
Centaurus Financial bought 213 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $29.4K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.08% of Centaurus Financial's portfolio in Q2 2026, its #258 holding.
Centaurus Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.