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 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

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

Sunburst Financial Group's IVOG Position: Q2 2026 in Review

Sunburst Financial Group reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.4% in Q2 2026, selling an estimated $6.35K and leaving 1,902 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #113.

Sunburst Financial Group first reported a position in IVOG in Q4 2019 and has held it in 11 quarters since. The position peaked at $376K in Q3 2024. 34 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Sunburst Financial Group held 1,902 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $278K as of Q2 2026.
Sunburst Financial Group sold 46 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.35K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.05% of Sunburst Financial Group's portfolio in Q2 2026, its #113 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 11 quarters since.
Sunburst Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $376K in Q3 2024.
34 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.