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

MidAtlantic 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	–	Sell	-1,833	Closed	-$229K	–	90
2026 Q1	$229K	Hold	1,833	–	–	0.16%	82
2025 Q4	$220K	Sell	1,833 -1,847	-50%	-$222K	0.14%	81
2025 Q3	$440K	Hold	3,680	–	–	0.3%	62
2025 Q2	$416K	Hold	3,680	–	–	0.3%	66
2025 Q1	$380K	Hold	3,680	–	–	0.3%	65
2024 Q4	$415K	Hold	3,680	–	–	0.3%	59
2024 Q3	$422K	Hold	3,680	–	–	0.31%	62
2024 Q2	$403K	Hold	3,680	–	–	0.34%	57
2024 Q1	$417K	Hold	3,680	–	–	0.37%	55
2023 Q4	$361K	Buy	+3,680	New	+$337K	0.35%	56

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

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

MidAtlantic Capital Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 1,833 shares — an estimated $229K sold.

MidAtlantic Capital Management first reported a position in IVOG in Q4 2023 and held it in 10 quarters. The position peaked at $440K in Q3 2025. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

MidAtlantic Capital Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 1,833 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $229K.
MidAtlantic Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 10 quarters.
MidAtlantic Capital Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $440K in Q3 2025.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.