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

Goodman Financial’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	$2.15M	Buy	14,706 +238	+2%	+$32.9K	0.33%	46
2026 Q1	$1.81M	Sell	14,468 -74	-0.5%	-$9.44K	0.31%	47
2025 Q4	$1.75M	Buy	14,542 +23	+0.2%	+$2.76K	0.33%	41
2025 Q3	$1.73M	Buy	14,519 +241	+2%	+$28.2K	0.34%	39
2025 Q2	$1.61M	Buy	+14,278	New	+$1.52M	0.32%	38

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goodman Financial's IVOG Position: Q2 2026 in Review

Goodman Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.6% in Q2 2026, buying an estimated $32.9K and bringing the position to 14,706 shares worth $2.15M. The position accounts for 0.33% of the portfolio, ranked #46.

Goodman Financial first reported a position in IVOG in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Goodman Financial held 14,706 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.15M as of Q2 2026.
Goodman Financial bought 238 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $32.9K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.33% of Goodman Financial's portfolio in Q2 2026, its #46 holding.
Goodman Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.