Ritter Daniher Financial Advisory’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Ritter Daniher Financial Advisory’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	$32.3K	Hold	221	–	–	﹤0.01%	315
2026 Q1	$27.6K	Sell	221 -79	-26%	-$10.1K	﹤0.01%	335
2025 Q4	$36.1K	Hold	300	–	–	0.01%	300
2025 Q3	$35.8K	Hold	300	–	–	0.01%	251
2025 Q2	$33.9K	Sell	300 -43	-13%	-$4.57K	0.01%	200
2025 Q1	$35.4K	Sell	343 -67	-16%	-$7.49K	0.01%	187
2024 Q4	$46.2K	Hold	410	–	–	0.01%	169
2024 Q3	$47K	Hold	410	–	–	0.01%	161
2024 Q2	$44.9K	Hold	410	–	–	0.01%	158
2024 Q1	$46.5K	Hold	410	–	–	0.02%	153
2023 Q4	$40.3K	Hold	410	–	–	0.01%	164
2023 Q3	$37K	Hold	410	–	–	0.02%	162
2023 Q2	$38.3K	Hold	410	–	–	0.02%	152
2023 Q1	$36.4K	Sell	410 -344	-46%	-$30.4K	0.02%	156
2022 Q4	$63.8K	Hold	754	–	–	0.03%	132
2022 Q3	$59K	Buy	+754	New	+$64.7K	0.04%	113

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Ritter Daniher Financial Advisory's IVOG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 221 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Ritter Daniher Financial Advisory first reported a position in IVOG in Q3 2022 and has held it in 16 quarters since. The position peaked at $63.8K in Q4 2022. 21 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Ritter Daniher Financial Advisory held 221 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $32.3K as of Q2 2026.
Ritter Daniher Financial Advisory 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 ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #315 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 16 quarters since.
Ritter Daniher Financial Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $63.8K in Q4 2022.
21 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.