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Novak & Powell Financial Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Novak & Powell Financial Services’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 		$401K Buy
+4,973
New +$687K 0.19% 106

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Novak & Powell Financial Services's IVOG Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 4,973 shares worth $401K. The stake represents 0.19% of the portfolio and ranks #106 among its holdings.

193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Novak & Powell Financial Services held 4,973 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $401K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Novak & Powell Financial Services position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q2 2026, its #106 holding.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.