Integrated Wealth Concepts’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Integrated Wealth Concepts’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	$152K	Buy	+688	New	+$95K	﹤0.01%	2508

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

Integrated Wealth Concepts's IVOG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 688 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #2508 among its holdings.

193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Integrated Wealth Concepts held 688 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $152K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Integrated Wealth Concepts position in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2508 holding.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.