MCM
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Mendel Capital Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Mendel Capital Management’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 		$3.31M Buy
22,611
+290
+1% +$40K 1.49% 14
2026
Q1 		$2.79M Buy
+22,321
New +$2.85M 1.4% 14
2025
Q3 		$2.51M Buy
20,988
+875
+4% +$103K 1.32% 15
2025
Q2 		$2.27M Sell
20,113
-785
-4% -$83.5K 1.3% 15
2025
Q1 		$2.16M Buy
20,898
+1,090
+6% +$122K 1.3% 15
2024
Q4 		$2.23M Buy
19,808
+687
+4% +$80.7K 1.35% 11
2024
Q3 		$2.19M Sell
19,121
-863
-4% -$96K 1.35% 11
2024
Q2 		$2.19M Sell
19,984
-176
-0.9% -$19.3K 1.41% 11
2024
Q1 		$2.29M Sell
20,160
-165
-0.8% -$17.1K 1.51% 11
2023
Q4 		$2M Buy
20,325
+484
+2% +$44.3K 1.43% 11
2023
Q3 		$1.79M Hold
19,841
– – 1.47% 11
2023
Q2 		$1.86M Buy
19,841
+578
+3% +$51.3K 1.48% 11
2023
Q1 		$1.71M Buy
19,263
+1,707
+10% +$151K 1.55% 9
2022
Q4 		$1.49M Buy
17,556
+5,456
+45% +$468K 1.55% 10
2022
Q3 		$952K Buy
12,100
+5,832
+93% +$501K 1.12% 20
2022
Q2 		$495K Sell
6,268
-10
-0.2% -$872 0.55% 36
2022
Q1 		$604K Hold
6,278
– – 0.57% 36
2021
Q4 		$664K Buy
+6,278
New +$654K 0.61% 31

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
HI
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
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

Mendel Capital Management's IVOG Position: Q2 2026 in Review

Mendel Capital Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.3% in Q2 2026, buying an estimated $40K and bringing the position to 22,611 shares worth $3.31M. The position accounts for 1.49% of the portfolio, ranked #14.

Mendel Capital Management first reported a position in IVOG in Q4 2021 and has held it in 18 quarters since. 80 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Mendel Capital Management held 22,611 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $3.31M as of Q2 2026.
  • Mendel Capital Management bought 290 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $40K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 1.49% of Mendel Capital Management's portfolio in Q2 2026, its #14 holding.
  • Mendel Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 80 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.