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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
Q1 		$200K Buy
+1,601
New +$204K 0.07% 80

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Investment Advisory Services's IVOG Position: Q1 2026 in Review

Summit Investment Advisory Services opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026: 1,601 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings.

178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Summit Investment Advisory Services held 1,601 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $200K as of Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Summit Investment Advisory Services position in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.07% of Summit Investment Advisory Services's portfolio in Q1 2026, its #80 holding.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.