Valued Retirements’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Valued Retirements’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	$332K	Hold	2,266	–	–	0.3%	66
2026 Q1	$283K	Hold	2,266	–	–	0.28%	71
2025 Q4	$272K	Sell	2,266 -136	-6%	-$16.3K	0.27%	75
2025 Q3	$271K	Hold	2,402	–	–	0.31%	68
2025 Q2	$271K	Hold	2,402	–	–	0.31%	68
2025 Q1	$248K	Buy	+2,402	New	+$268K	0.33%	65

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valued Retirements's IVOG Position: Q2 2026 in Review

Valued Retirements held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 2,266 shares worth $332K. The position accounts for 0.3% of the portfolio, ranked #66.

Valued Retirements first reported a position in IVOG in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Valued Retirements held 2,266 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $332K as of Q2 2026.
Valued Retirements 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 0.3% of Valued Retirements's portfolio in Q2 2026, its #66 holding.
Valued Retirements first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.