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

Harper Investing’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 		$6.51M Buy
44,466
+4,848
+12% +$669K 2.19% 14
2026
Q1 		$4.95M Buy
39,618
+3,947
+11% +$503K 2.16% 13
2025
Q4 		$4.29M Buy
35,671
+8,609
+32% +$1.03M 1.85% 18
2025
Q3 		$3.23M Buy
27,062
+9,462
+54% +$1.11M 1.54% 22
2025
Q2 		$1.99M Buy
+17,600
New +$1.87M 1.11% 27

Other funds holding IVOG

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SJGA
Stephen J. Garry & Associates Garden City, New York $137M AUM 21.01% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Harper Investing's IVOG Position: Q2 2026 in Review

Harper Investing increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 12% in Q2 2026, buying an estimated $669K and bringing the position to 44,466 shares worth $6.51M. The position accounts for 2.19% of the portfolio, ranked #14.

Harper Investing first reported a position in IVOG in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Harper Investing held 44,466 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $6.51M as of Q2 2026.
  • Harper Investing bought 4,848 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $669K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 2.19% of Harper Investing's portfolio in Q2 2026, its #14 holding.
  • Harper Investing first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.