Heritage Investment Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Heritage Investment Group’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	$1.24M	Hold	8,502	–	–	0.17%	44
2026 Q1	$1.06M	Hold	8,502	–	–	0.16%	43
2025 Q4	$1.02M	Hold	8,502	–	–	0.16%	43
2025 Q3	$1.02M	Hold	8,502	–	–	0.16%	41
2025 Q2	$961K	Hold	8,502	–	–	0.17%	41
2025 Q1	$877K	Sell	8,502 -116	-1%	-$13K	0.16%	39
2024 Q4	$971K	Hold	8,618	–	–	0.18%	38
2024 Q3	$988K	Hold	8,618	–	–	0.19%	36
2024 Q2	$944K	Hold	8,618	–	–	0.19%	36
2024 Q1	$978K	Hold	8,618	–	–	0.2%	35
2023 Q4	$847K	Sell	8,618 -1,214	-12%	-$111K	0.19%	33
2023 Q3	$888K	Sell	9,832 -114	-1%	-$10.7K	0.24%	36
2023 Q2	$930K	Hold	9,946	–	–	0.26%	31
2023 Q1	$884K	Hold	9,946	–	–	0.27%	28
2022 Q4	$842K	Buy	9,946 +20	+0.2%	+$1.72K	0.27%	27
2022 Q3	$781K	Hold	9,926	–	–	0.48%	25
2022 Q2	$785K	Hold	9,926	–	–	0.45%	28
2022 Q1	$955K	Hold	9,926	–	–	0.69%	21
2021 Q4	$1.05M	Buy	+9,926	New	+$1.03M	0.83%	16

Other funds holding IVOG

SCM

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 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

Harper Investing Santa Clara, California $297M AUM 22.11% 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Heritage Investment Group's IVOG Position: Q2 2026 in Review

Heritage Investment Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 8,502 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #44.

Heritage Investment Group first reported a position in IVOG in Q4 2021 and has held it in 19 quarters since. 82 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Heritage Investment Group held 8,502 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.24M as of Q2 2026.
Heritage Investment Group left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.17% of Heritage Investment Group's portfolio in Q2 2026, its #44 holding.
Heritage Investment Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
82 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.