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

GoalVest Advisory’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 Q3	$148K	Sell	1,083 -75	-6%	-$10.6K	0.03%	140
2026 Q2	$169K	Hold	1,158	–	–	0.03%	130
2026 Q1	$145K	Sell	1,158 -257	-18%	-$32.8K	0.03%	160
2025 Q4	$170K	Buy	+1,415	New	+$170K	0.03%	157
2025 Q1	–	Sell	-134	Closed	-$15.1K	–	519
2024 Q4	$15.1K	Buy	+134	New	+$15.7K	﹤0.01%	261

Other funds holding IVOG

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GoalVest Advisory's IVOG Position: Q3 2026 in Review

GoalVest Advisory reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 6.5% in Q3 2026, selling an estimated $10.6K and leaving 1,083 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #140.

GoalVest Advisory first reported a position in IVOG in Q4 2024 and has held it in 5 quarters since. The position peaked at $170K in Q4 2025. 37 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

GoalVest Advisory held 1,083 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $148K as of Q3 2026.
GoalVest Advisory sold 75 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $10.6K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.03% of GoalVest Advisory's portfolio in Q3 2026, its #140 holding.
GoalVest Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 5 quarters since.
GoalVest Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $170K in Q4 2025.
37 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.