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

Nova Wealth 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	$315K	Buy	2,151 +865	+67%	+$119K	0.17%	116
2026 Q1	$161K	Hold	1,286	–	–	0.1%	139
2025 Q4	$155K	Sell	1,286 -204	-14%	-$24.5K	0.11%	147
2025 Q3	$178K	Sell	1,490 -5,972	-80%	-$700K	0.13%	140
2025 Q2	$843K	Sell	7,462 -1,635	-18%	-$174K	0.62%	42
2025 Q1	$939K	Buy	9,097 +136	+2%	+$15.2K	0.81%	32
2024 Q4	$1.01M	Buy	+8,961	New	+$1.05M	0.87%	32

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

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

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Nova Wealth Management's IVOG Position: Q2 2026 in Review

Nova Wealth Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 67% in Q2 2026, buying an estimated $119K and bringing the position to 2,151 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #116.

Nova Wealth Management first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 21 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Nova Wealth Management held 2,151 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $315K as of Q2 2026.
Nova Wealth Management bought 865 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $119K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.17% of Nova Wealth Management's portfolio in Q2 2026, its #116 holding.
Nova Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.01M in Q4 2024.
21 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.