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

Embree Financial 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	$980K	Hold	6,701	–	–	0.1%	126
2026 Q1	$838K	Hold	6,701	–	–	0.1%	124
2025 Q4	$805K	Buy	6,701 +42	+0.6%	+$5.04K	0.1%	121
2025 Q3	$796K	Hold	6,659	–	–	0.11%	118
2025 Q2	$753K	Hold	6,659	–	–	0.11%	111
2025 Q1	$687K	Hold	6,659	–	–	0.12%	111
2024 Q4	$750K	Buy	6,659 +52	+0.8%	+$6.11K	0.13%	102
2024 Q3	$757K	Hold	6,607	–	–	0.13%	94
2024 Q2	$724K	Hold	6,607	–	–	0.14%	89
2024 Q1	$750K	Hold	6,607	–	–	0.15%	90
2023 Q4	$649K	Buy	+6,607	New	+$605K	0.14%	91

Other funds holding IVOG

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 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

Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

SJGA

Stephen J. Garry & Associates Garden City, New York $137M AUM 21.01% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Embree Financial Group's IVOG Position: Q2 2026 in Review

Embree Financial Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 6,701 shares worth $980K. The position accounts for 0.1% of the portfolio, ranked #126.

Embree Financial Group first reported a position in IVOG in Q4 2023 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Embree Financial Group held 6,701 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $980K as of Q2 2026.
Embree Financial Group left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.1% of Embree Financial Group's portfolio in Q2 2026, its #126 holding.
Embree Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
81 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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