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

Financial Security Advisor’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	$617K	Hold	4,215	–	–	0.1%	87
2026 Q1	$527K	Hold	4,215	–	–	0.1%	86
2025 Q4	$507K	Buy	4,215 +25	+0.6%	+$3K	0.1%	82
2025 Q3	$501K	Hold	4,190	–	–	0.11%	77
2025 Q2	$474K	Hold	4,190	–	–	0.11%	74
2025 Q1	$432K	Hold	4,190	–	–	0.11%	70
2024 Q4	$472K	Buy	4,190 +31	+0.7%	+$3.64K	0.12%	66
2024 Q3	$477K	Hold	4,159	–	–	0.12%	65
2024 Q2	$456K	Buy	+4,159	New	+$457K	0.15%	60

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

Financial Security Advisor's IVOG Position: Q2 2026 in Review

Financial Security Advisor held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 4,215 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #87.

Financial Security Advisor first reported a position in IVOG in Q2 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Financial Security Advisor held 4,215 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $617K as of Q2 2026.
Financial Security Advisor 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 Financial Security Advisor's portfolio in Q2 2026, its #87 holding.
Financial Security Advisor first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.