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 Q3	$6.85M	Buy	50,129 +5,663	+13%	+$800K	2.12%	14
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harper Investing's IVOG Position: Q3 2026 in Review

Harper Investing increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 13% in Q3 2026, buying an estimated $800K and bringing the position to 50,129 shares worth $6.85M. The position accounts for 2.12% of the portfolio, ranked #14.

Harper Investing first reported a position in IVOG in Q2 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Harper Investing held 50,129 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $6.85M as of Q3 2026.
Harper Investing bought 5,663 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $800K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 2.12% of Harper Investing's portfolio in Q3 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 6 quarters since.
40 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.