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

Ethos 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 		– Sell
-6,843
Closed -$856K – 665
2026
Q1 		$856K Buy
6,843
+128
+2% +$16.3K 0.06% 227
2025
Q4 		$807K Buy
+6,715
New +$806K 0.06% 229

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ethos Financial Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 6,843 shares — an estimated $856K sold.

Ethos Financial Group first reported a position in IVOG in Q4 2025 and held it in 2 quarters. The position peaked at $856K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Ethos Financial Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 6,843 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $856K.
  • Ethos Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 2 quarters.
  • Ethos Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $856K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.