Summit Investment Advisory Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Summit Investment Advisory 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 Q3	$219K	Hold	1,601	–	–	0.05%	85
2026 Q2	$234K	Hold	1,601	–	–	0.06%	81
2026 Q1	$200K	Buy	+1,601	New	+$204K	0.07%	80

Other funds holding IVOG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Summit Investment Advisory Services's IVOG Position: Q3 2026 in Review

Summit Investment Advisory Services held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 1,601 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #85.

Summit Investment Advisory Services first reported a position in IVOG in Q1 2026 and has held it in 3 quarters since. The position peaked at $234K in Q2 2026. 165 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Summit Investment Advisory Services held 1,601 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $219K as of Q3 2026.
Summit Investment Advisory Services left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.05% of Summit Investment Advisory Services's portfolio in Q3 2026, its #85 holding.
Summit Investment Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 3 quarters since.
Summit Investment Advisory Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $234K in Q2 2026.
165 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Summit Investment Advisory Services's 13F filing for Q3 2026, filed 3 Nov 2026.