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

Octavia Wealth Advisors’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 		$296K Sell
2,021
-524
-21% -$72.4K 0.03% 175
2026
Q1 		$318K Sell
2,545
-131,690
-98% -$16.8M 0.03% 175
2025
Q4 		$16.1M Sell
134,235
-14,444
-10% -$1.73M 1.54% 16
2025
Q3 		$17.8M Buy
148,679
+4,817
+3% +$565K 1.77% 15
2025
Q2 		$16.3M Sell
143,862
-17,851
-11% -$1.9M 1.85% 15
2025
Q1 		$16.7M Buy
161,713
+15,603
+11% +$1.74M 2.03% 16
2024
Q4 		$16.5M Buy
146,110
+835
+0.6% +$98K 2% 18
2024
Q3 		$16.7M Buy
145,275
+9,351
+7% +$1.04M 2.05% 18
2024
Q2 		$14.9M Buy
135,924
+5,345
+4% +$587K 2.03% 14
2024
Q1 		$14.8M Buy
+130,579
New +$13.5M 2.19% 12

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
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

Octavia Wealth Advisors's IVOG Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 21% in Q2 2026, selling an estimated $72.4K and leaving 2,021 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #175.

Octavia Wealth Advisors first reported a position in IVOG in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.8M in Q3 2025. 35 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Octavia Wealth Advisors held 2,021 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $296K as of Q2 2026.
  • Octavia Wealth Advisors sold 524 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $72.4K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Octavia Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $17.8M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.