MFG
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Merit Financial Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Merit Financial 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 		$656K Buy
4,484
+117
+3% +$16.2K ﹤0.01% 1334
2026
Q1 		$546K Sell
4,367
-15
-0.3% -$1.91K ﹤0.01% 1328
2025
Q4 		$527K Hold
4,382
– – ﹤0.01% 1281
2025
Q3 		$524K Sell
4,382
-1,057
-19% -$124K ﹤0.01% 1165
2025
Q2 		$615K Sell
5,439
-377
-6% -$40.1K 0.01% 1005
2025
Q1 		$600K Sell
5,816
-380
-6% -$42.5K 0.01% 854
2024
Q4 		$698K Sell
6,196
-286
-4% -$33.6K 0.01% 609
2024
Q3 		$743K Sell
6,482
-437
-6% -$48.6K 0.02% 476
2024
Q2 		$758K Buy
6,919
+52
+0.8% +$5.71K 0.02% 484
2024
Q1 		$749K Sell
6,867
-178
-3% -$18.4K 0.02% 475
2023
Q4 		$692K Hold
7,045
– – 0.02% 404
2023
Q3 		$636K Sell
7,045
-22
-0.3% -$2.07K 0.02% 403
2023
Q2 		$661K Sell
7,067
-33
-0.5% -$2.93K 0.02% 409
2023
Q1 		$631K Sell
7,100
-296
-4% -$26.2K 0.02% 357
2022
Q4 		$626K Sell
7,396
-828
-10% -$71K 0.02% 379
2022
Q3 		$647K Sell
8,224
-6,410
-44% -$550K 0.03% 314
2022
Q2 		$1.16M Buy
14,634
+8,410
+135% +$733K 0.04% 238
2022
Q1 		$599K Buy
+6,224
New +$596K 0.04% 215

Other funds holding IVOG

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's IVOG Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,484 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Merit Financial Group first reported a position in IVOG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2022. 26 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Merit Financial Group held 4,484 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $656K as of Q2 2026.
  • Merit Financial Group bought 117 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $16.2K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1334 holding.
  • Merit Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.16M in Q2 2022.
  • 26 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.