Founders Capital Management (Texas)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Founders Capital Management (Texas)’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	$113K	Buy	773 +100	+15%	+$13.8K	0.05%	88
2026 Q1	$84.1K	Hold	673	–	–	0.04%	100
2025 Q4	$80.9K	Hold	673	–	–	0.04%	101
2025 Q3	$80.4K	Hold	673	–	–	0.04%	98
2025 Q2	$76.1K	Hold	673	–	–	0.05%	98
2025 Q1	$69.4K	Hold	673	–	–	0.04%	106
2024 Q4	$75.8K	Hold	673	–	–	0.05%	100
2024 Q3	$77.1K	Hold	673	–	–	0.05%	101
2024 Q2	$73.7K	Hold	673	–	–	0.05%	103
2024 Q1	$76.4K	Hold	673	–	–	0.05%	106
2023 Q4	$66.1K	Sell	673 -163	-19%	-$14.9K	0.05%	116
2023 Q3	$75.5K	Sell	836 -648	-44%	-$60.9K	0.06%	95
2023 Q2	$139K	Sell	1,484 -412	-22%	-$36.6K	0.1%	74
2023 Q1	$168K	Buy	+1,896	New	+$168K	0.13%	65

Other funds holding IVOG

SCM

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

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Founders Capital Management (Texas)'s IVOG Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 15% in Q2 2026, buying an estimated $13.8K and bringing the position to 773 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #88.

Founders Capital Management (Texas) first reported a position in IVOG in Q1 2023 and has held it in 14 quarters since. The position peaked at $168K in Q1 2023. 34 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Founders Capital Management (Texas) held 773 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $113K as of Q2 2026.
Founders Capital Management (Texas) bought 100 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $13.8K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.05% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #88 holding.
Founders Capital Management (Texas) first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Founders Capital Management (Texas)'s Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $168K in Q1 2023.
34 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.