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

Godfrey Financial Associates’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 		$114K Sell
782
-181
-19% -$25K 0.09% 149
2026
Q1 		$120K Hold
963
– – 0.1% 130
2025
Q4 		$126K Buy
+963
New +$116K 0.11% 116

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

Godfrey Financial Associates's IVOG Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 19% in Q2 2026, selling an estimated $25K and leaving 782 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #149.

Godfrey Financial Associates first reported a position in IVOG in Q4 2025 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 192 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Godfrey Financial Associates held 782 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $114K as of Q2 2026.
  • Godfrey Financial Associates sold 181 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $25K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.09% of Godfrey Financial Associates's portfolio in Q2 2026, its #149 holding.
  • Godfrey Financial Associates first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $126K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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