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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
Q2 		– Sell
-62
Closed -$7.75K – 489
2026
Q1 		$7.75K Buy
+62
New +$7.91K ﹤0.01% 551

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

Guardian Wealth Advisors (North Carolina)'s IVOG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 62 shares — an estimated $7.75K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IVOG in Q1 2026 and held it in 1 quarter. The position peaked at $7.75K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 62 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7.75K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $7.75K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.