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

EP Wealth Advisors’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	$554K	Buy	+3,784	New	+$523K	﹤0.01%	982
2025 Q2	$107K	Buy	+950	New	+$101K	﹤0.01%	1373
2025 Q1	–	Sell	-950	Closed	-$107K	–	1333
2024 Q4	$107K	Hold	950	–	–	﹤0.01%	1197
2024 Q3	$109K	Hold	950	–	–	﹤0.01%	1132
2024 Q2	$104K	Sell	950 -1,100	-54%	-$121K	﹤0.01%	828
2024 Q1	$233K	Buy	2,050 +10	+0.5%	+$1.03K	﹤0.01%	701
2023 Q4	$200K	Sell	2,040 -450	-18%	-$41.2K	﹤0.01%	717
2023 Q3	$225K	Sell	2,490 -1,303	-34%	-$122K	﹤0.01%	631
2023 Q2	$233K	Sell	3,793 -32,907	-90%	-$2.92M	﹤0.01%	618
2023 Q1	$5.57M	Buy	36,700 +31,850	+657%	+$2.82M	0.1%	125
2022 Q4	$411K	Buy	+4,850	New	+$416K	0.01%	416
2022 Q3	–	Sell	-4,250	Closed	-$336K	–	478
2022 Q2	$336K	Hold	4,250	–	–	0.01%	456
2022 Q1	$409K	Hold	4,250	–	–	0.01%	422
2021 Q4	$449K	Hold	4,250	–	–	0.01%	376
2021 Q3	$418K	Hold	4,250	–	–	0.01%	365
2021 Q2	$427K	Hold	4,250	–	–	0.01%	366
2021 Q1	$413K	Hold	4,250	–	–	0.01%	355
2020 Q4	$380K	Hold	4,250	–	–	0.01%	310
2020 Q3	$317K	Buy	+4,250	New	+$314K	0.01%	285
2020 Q2	–	Sell	-4,250	Closed	-$274K	–	308
2020 Q1	$235K	Sell	4,250 -2,824	-40%	-$192K	0.01%	332
2019 Q4	$520K	Buy	+7,074	New	+$504K	0.02%	272

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's IVOG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 3,784 shares worth $554K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IVOG as recently as Q2 2025.

EP Wealth Advisors first reported a position in IVOG in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.57M in Q1 2023. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

EP Wealth Advisors held 3,784 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $554K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new EP Wealth Advisors position in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #982 holding.
EP Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 21 quarters since.
EP Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $5.57M in Q1 2023.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.