EntreWealth
IVOG icon

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

EntreWealth’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 		$521K Hold
3,811
– – 0.19% 84
2026
Q2 		$547K Hold
3,811
– – 0.2% 78
2026
Q1 		$476K Hold
3,811
– – 0.21% 72
2025
Q4 		$495K Hold
3,811
– – 0.22% 67
2025
Q3 		$455K Buy
+3,811
New +$447K 0.23% 65

Other funds holding IVOG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gryphon Financial Partners
Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Clark Financial Services Group
Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return
Stephen J. Garry & Associates
Stephen J. Garry & Associates Garden City, New York $123M AUM 12.34% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

EntreWealth's IVOG Position: Q3 2026 in Review

EntreWealth held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 3,811 shares worth $521K. The position accounts for 0.19% of the portfolio, ranked #84.

EntreWealth first reported a position in IVOG in Q3 2025 and has held it in 5 quarters since. The position peaked at $547K in Q2 2026. 93 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • EntreWealth held 3,811 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $521K as of Q3 2026.
  • EntreWealth left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.19% of EntreWealth's portfolio in Q3 2026, its #84 holding.
  • EntreWealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • EntreWealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $547K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.