Morton Brown Family Wealth’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Morton Brown Family Wealth’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	$283K	Hold	1,936	–	–	0.06%	59
2026 Q1	$242K	Hold	1,936	–	–	0.06%	56
2025 Q4	$233K	Hold	1,936	–	–	0.06%	56
2025 Q3	$231K	Hold	1,936	–	–	0.07%	55
2025 Q2	$219K	Buy	1,936 +186	+11%	+$19.8K	0.07%	57
2025 Q1	$181K	Hold	1,750	–	–	0.06%	59
2024 Q4	$197K	Hold	1,750	–	–	0.07%	60
2024 Q3	$201K	Hold	1,750	–	–	0.07%	54
2024 Q2	$197K	Hold	1,750	–	–	0.08%	57
2024 Q1	$199K	Hold	1,750	–	–	0.08%	51
2023 Q4	$172K	Hold	1,750	–	–	0.08%	57
2023 Q3	$158K	Buy	+1,750	New	+$164K	0.08%	47

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Harper Investing Santa Clara, California $297M AUM 22.11% 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morton Brown Family Wealth's IVOG Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 1,936 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #59.

Morton Brown Family Wealth first reported a position in IVOG in Q3 2023 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Morton Brown Family Wealth held 1,936 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $283K as of Q2 2026.
Morton Brown Family Wealth 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 0.06% of Morton Brown Family Wealth's portfolio in Q2 2026, its #59 holding.
Morton Brown Family Wealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 12 quarters since.
44 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.