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

Spire 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	$30.4K	Hold	208	–	–	﹤0.01%	1311
2026 Q1	$26K	Hold	208	–	–	﹤0.01%	1342
2025 Q4	$25K	Hold	208	–	–	﹤0.01%	1398
2025 Q3	$24.9K	Sell	208 -231	-53%	-$27.1K	﹤0.01%	1459
2025 Q2	$49.6K	Buy	439 +143	+48%	+$15.2K	﹤0.01%	1194
2025 Q1	$30.5K	Hold	296	–	–	﹤0.01%	1465
2024 Q4	$33.4K	Hold	296	–	–	﹤0.01%	1438
2024 Q3	$33.9K	Hold	296	–	–	﹤0.01%	1262
2024 Q2	$32.4K	Hold	296	–	–	﹤0.01%	1263
2024 Q1	$33.6K	Hold	296	–	–	﹤0.01%	1350
2023 Q4	$29K	Hold	296	–	–	﹤0.01%	1397
2023 Q3	$26.7K	Hold	296	–	–	﹤0.01%	1394
2023 Q2	$27.7K	Hold	296	–	–	﹤0.01%	1446
2023 Q1	$26.3K	Hold	296	–	–	﹤0.01%	1497
2022 Q4	$25K	Hold	296	–	–	﹤0.01%	1275
2022 Q3	$23K	Sell	296 -172	-37%	-$14.8K	﹤0.01%	1278
2022 Q2	$37K	Hold	468	–	–	﹤0.01%	1422
2022 Q1	$45K	Hold	468	–	–	﹤0.01%	1486
2021 Q4	$49K	Hold	468	–	–	﹤0.01%	1747
2021 Q3	$46K	Hold	468	–	–	﹤0.01%	1508
2021 Q2	$47K	Hold	468	–	–	﹤0.01%	1508
2021 Q1	$45K	Buy	+468	New	+$44.6K	﹤0.01%	1775

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

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

Spire Wealth Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 208 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Spire Wealth Management first reported a position in IVOG in Q1 2021 and has held it in 22 quarters since. The position peaked at $49.6K in Q2 2025. 21 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Spire Wealth Management held 208 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $30.4K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #1311 holding.
Spire Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $49.6K in Q2 2025.
21 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.