Sunburst Financial Group
IVOG icon

Sunburst Financial Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Sunburst Financial Group’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 		$260K Hold
1,902
– – 0.04% 118
2026
Q2 		$278K Sell
1,902
-46
-2% -$6.35K 0.05% 113
2026
Q1 		$244K Sell
1,948
-79
-4% -$10.1K 0.04% 114
2025
Q4 		$244K Sell
2,027
-30
-1% -$3.6K 0.05% 112
2025
Q3 		$246K Sell
2,057
-72
-3% -$8.44K 0.05% 105
2025
Q2 		$241K Buy
+2,129
New +$226K 0.05% 106
2025
Q1 		– Sell
-2,223
Closed -$250K – 113
2024
Q4 		$250K Sell
2,223
-1,060
-32% -$124K 0.06% 95
2024
Q3 		$376K Buy
3,283
+198
+6% +$22K 0.1% 83
2024
Q2 		$338K Hold
3,085
– – 0.09% 84
2024
Q1 		$348K Sell
3,085
-23
-0.7% -$2.38K 0.1% 84
2023
Q4 		$305K Buy
+3,108
New +$285K 0.09% 77
2020
Q1 		– Sell
-3,392
Closed -$249K – 60
2019
Q4 		$249K Buy
+3,392
New +$242K 0.22% 55

Other funds holding IVOG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gryphon Financial Partners
Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Balanced Wealth Group
Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Sunburst Financial Group's IVOG Position: Q3 2026 in Review

Sunburst Financial Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 1,902 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #118.

Sunburst Financial Group first reported a position in IVOG in Q4 2019 and has held it in 12 quarters since. The position peaked at $376K in Q3 2024. 138 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • Sunburst Financial Group held 1,902 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $260K as of Q3 2026.
  • Sunburst Financial Group 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 0.04% of Sunburst Financial Group's portfolio in Q3 2026, its #118 holding.
  • Sunburst Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 12 quarters since.
  • Sunburst Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $376K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.