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

JFS Wealth Advisors’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	$328K	Hold	2,245	–	–	0.02%	280
2026 Q1	$281K	Hold	2,245	–	–	0.02%	283
2025 Q4	$270K	Hold	2,245	–	–	0.02%	289
2025 Q3	$268K	Buy	2,245 +57	+3%	+$6.68K	0.02%	293
2025 Q2	$247K	Buy	2,188 +241	+12%	+$25.6K	0.02%	280
2025 Q1	$201K	Buy	+1,947	New	+$218K	0.01%	304

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

JFS Wealth Advisors's IVOG Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 2,245 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #280.

JFS Wealth Advisors first reported a position in IVOG in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

JFS Wealth Advisors held 2,245 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $328K as of Q2 2026.
JFS Wealth Advisors 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 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #280 holding.
JFS Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.