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

Veratis Advisors’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 		$2.03M Buy
+13,846
New +$1.91M 1.43% 19
2025
Q4 		$1.71M Buy
+13,181
New +$1.58M 1.35% 22

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veratis Advisors's IVOG Position: Q2 2026 in Review

Veratis Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 13,846 shares worth $2.03M. The stake represents 1.43% of the portfolio and ranks #19 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in IVOG as recently as Q4 2025.

Veratis Advisors first reported a position in IVOG in Q4 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Veratis Advisors held 13,846 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.03M as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Veratis Advisors position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 1.43% of Veratis Advisors's portfolio in Q2 2026, its #19 holding.
  • Veratis Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.