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 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 $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MidAtlantic Capital Management's IVOG Position: Q1 2026 in Review

MidAtlantic Capital Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 1,833 shares worth $229K. The position accounts for 0.16% of the portfolio, ranked #82.

MidAtlantic Capital Management first reported a position in IVOG in Q4 2023 and has held it in 10 quarters since. The position peaked at $440K in Q3 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

MidAtlantic Capital Management held 1,833 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $229K as of Q1 2026.
MidAtlantic Capital Management left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.16% of MidAtlantic Capital Management's portfolio in Q1 2026, its #82 holding.
MidAtlantic Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $440K in Q3 2025.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.