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

Harbour Investments’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	$7.28M	Buy	49,785 +2,030	+4%	+$280K	0.1%	195
2026 Q1	$5.97M	Buy	47,755 +2,826	+6%	+$360K	0.09%	205
2025 Q4	$5.4M	Buy	44,929 +1,455	+3%	+$175K	0.11%	175
2025 Q3	$5.19M	Buy	43,474 +3,559	+9%	+$417K	0.12%	158
2025 Q2	$4.51M	Buy	39,915 +3,874	+11%	+$412K	0.11%	165
2025 Q1	$3.72M	Buy	36,041 +3,243	+10%	+$362K	0.11%	176
2024 Q4	$3.7M	Buy	32,798 +1,885	+6%	+$221K	0.11%	165
2024 Q3	$3.54M	Buy	30,913 +9,362	+43%	+$1.04M	0.11%	163
2024 Q2	$2.36M	Buy	21,551 +21,373	+12,007%	+$2.35M	0.08%	222
2024 Q1	$20.2K	Hold	178	–	–	﹤0.01%	1953
2023 Q4	$17.5K	Buy	178 +2	+1%	+$183	﹤0.01%	1930
2023 Q3	$15.9K	Hold	176	–	–	﹤0.01%	1847
2023 Q2	$16.4K	Hold	176	–	–	﹤0.01%	1833
2023 Q1	$15.6K	Hold	176	–	–	﹤0.01%	1841
2022 Q4	$14.9K	Buy	176 +2	+1%	+$171	﹤0.01%	1792
2022 Q3	$14K	Hold	174	–	–	﹤0.01%	1794
2022 Q2	$14K	Buy	+174	New	+$15.2K	﹤0.01%	1794
2021 Q4	$30K	Hold	288	–	–	﹤0.01%	1488
2021 Q3	$28K	Hold	288	–	–	﹤0.01%	2115
2021 Q2	$29K	Hold	288	–	–	﹤0.01%	2118
2021 Q1	$28K	Buy	+288	New	+$27.5K	﹤0.01%	2015

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

Harbour Investments's IVOG Position: Q2 2026 in Review

Harbour Investments increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 4.3% in Q2 2026, buying an estimated $280K and bringing the position to 49,785 shares worth $7.28M. The position accounts for 0.1% of the portfolio, ranked #195.

Harbour Investments first reported a position in IVOG in Q1 2021 and has held it in 21 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Harbour Investments held 49,785 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $7.28M as of Q2 2026.
Harbour Investments bought 2,030 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $280K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.1% of Harbour Investments's portfolio in Q2 2026, its #195 holding.
Harbour Investments first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 21 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.