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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
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

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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

GoalVest Advisory's IVOG Position: Q2 2026 in Review

GoalVest Advisory held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 1,158 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #130.

GoalVest Advisory first reported a position in IVOG in Q4 2024 and has held it in 4 quarters since. The position peaked at $170K in Q4 2025. 21 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • GoalVest Advisory held 1,158 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $169K as of Q2 2026.
  • GoalVest Advisory 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 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #130 holding.
  • GoalVest Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • GoalVest Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $170K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.