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

FWG Investments’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 		$495K Buy
3,382
+1,351
+67% +$187K 0.26% 82
2026
Q1 		$254K Buy
+2,031
New +$259K 0.16% 110

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

FWG Investments's IVOG Position: Q2 2026 in Review

FWG Investments increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 67% in Q2 2026, buying an estimated $187K and bringing the position to 3,382 shares worth $495K. The position accounts for 0.26% of the portfolio, ranked #82.

FWG Investments first reported a position in IVOG in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • FWG Investments held 3,382 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $495K as of Q2 2026.
  • FWG Investments bought 1,351 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $187K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.26% of FWG Investments's portfolio in Q2 2026, its #82 holding.
  • FWG Investments first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.