CWM
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Cornerstone Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Cornerstone Wealth Management’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 		$214K Buy
+1,466
New +$202K 0.01% 703

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HI
Harper Investing Santa Clara, California $297M AUM 22.11% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Management's IVOG Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 1,466 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings.

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

  • Cornerstone Wealth Management held 1,466 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $214K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #703 holding.
  • 44 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.