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

Clark Financial Services Group’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	$5.18M	Sell	35,410 -113	-0.3%	-$15.6K	2.45%	10
2026 Q1	$4.44M	Sell	35,523 -262	-0.7%	-$33.4K	2.41%	9
2025 Q4	$4.43M	Sell	35,785 -1,546	-4%	-$186K	2.36%	10
2025 Q3	$4.46M	Buy	37,331 +187	+0.5%	+$21.9K	2.37%	10
2025 Q2	$4.2M	Buy	37,144 +199	+0.5%	+$21.2K	2.58%	8
2025 Q1	$3.81M	Buy	+36,945	New	+$4.13M	2.64%	7

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

Clark Financial Services Group's IVOG Position: Q2 2026 in Review

Clark Financial Services Group reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.32% in Q2 2026, selling an estimated $15.6K and leaving 35,410 shares worth $5.18M. The position accounts for 2.45% of the portfolio, ranked #10.

Clark Financial Services Group first reported a position in IVOG in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Clark Financial Services Group held 35,410 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $5.18M as of Q2 2026.
Clark Financial Services Group sold 113 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $15.6K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 2.45% of Clark Financial Services Group's portfolio in Q2 2026, its #10 holding.
Clark Financial Services Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.