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

Concurrent Investment 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 		$219K Buy
+1,500
New +$207K ﹤0.01% 1888

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concurrent Investment Advisors's IVOG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 1,500 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings.

193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Concurrent Investment Advisors held 1,500 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $219K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1888 holding.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.