City State Bank’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

City State Bank’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	$14.6K	Hold	100	–	–	﹤0.01%	506
2026 Q1	$12.5K	Hold	100	–	–	﹤0.01%	515
2025 Q4	$12K	Hold	100	–	–	﹤0.01%	515
2025 Q3	$11.9K	Hold	100	–	–	﹤0.01%	503
2025 Q2	$11.3K	Hold	100	–	–	﹤0.01%	497
2025 Q1	$10.3K	Hold	100	–	–	﹤0.01%	502
2024 Q4	$11.3K	Hold	100	–	–	﹤0.01%	491
2024 Q3	$11.5K	Hold	100	–	–	﹤0.01%	484
2024 Q2	$11K	Hold	100	–	–	﹤0.01%	474
2024 Q1	$11K	Hold	100	–	–	﹤0.01%	470
2023 Q4	$10K	Hold	100	–	–	0.01%	466
2023 Q3	$9K	Hold	100	–	–	0.01%	470
2023 Q2	$9K	Sell	100 -100	-50%	-$8.87K	﹤0.01%	483
2023 Q1	$18K	Hold	200	–	–	0.01%	394
2022 Q4	$17K	Hold	200	–	–	0.01%	382
2022 Q3	$16K	Hold	200	–	–	0.01%	375
2022 Q2	$16K	Hold	200	–	–	0.01%	377
2022 Q1	$19K	Buy	+200	New	+$19.1K	0.01%	381

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

City State Bank's IVOG Position: Q2 2026 in Review

City State Bank held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 100 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

City State Bank first reported a position in IVOG in Q1 2022 and has held it in 18 quarters since. The position peaked at $19K in Q1 2022. 34 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

City State Bank held 100 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $14.6K as of Q2 2026.
City State Bank 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 ﹤0.01% of City State Bank's portfolio in Q2 2026, its #506 holding.
City State Bank first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
City State Bank's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $19K in Q1 2022.
34 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.