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Dynamic Advisor Solutions’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Dynamic Advisor Solutions’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 		$248K Buy
+1,693
New +$234K 0.01% 930
2025
Q3 		– Sell
-1,960
Closed -$222K – 949
2025
Q2 		$222K Buy
+1,960
New +$208K 0.01% 830

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
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
PA
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Dynamic Advisor Solutions's IVOG Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 1,693 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in IVOG as recently as Q2 2025.

Dynamic Advisor Solutions first reported a position in IVOG in Q2 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Dynamic Advisor Solutions held 1,693 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $248K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #930 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.