Guardian Wealth Advisors (North Carolina)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$7.75K	Buy	+62	New	+$7.91K	﹤0.01%	551

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IVOG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026: 62 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 62 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $7.75K as of Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #551 holding.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.