Dynamic Advisor Solutions
IVOG icon

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
Q3 		$245K Buy
1,791
+98
+6% +$13.8K 0.01% 906
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

CFSG
Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Dynamic Advisor Solutions's IVOG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 5.8% in Q3 2026, buying an estimated $13.8K and bringing the position to 1,791 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #906.

Dynamic Advisor Solutions first reported a position in IVOG in Q2 2025 and has held it in 3 quarters since. The position peaked at $248K in Q2 2026. 23 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • Dynamic Advisor Solutions held 1,791 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $245K as of Q3 2026.
  • Dynamic Advisor Solutions bought 98 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $13.8K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #906 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 3 quarters since.
  • Dynamic Advisor Solutions's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $248K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.