VSM Wealth Advisory’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

VSM Wealth Advisory’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	$286K	Hold	1,956	–	–	0.08%	99
2026 Q1	$245K	Hold	1,956	–	–	0.07%	99
2025 Q4	$235K	Buy	+1,956	New	+$235K	0.07%	96

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

VSM Wealth Advisory's IVOG Position: Q2 2026 in Review

VSM Wealth Advisory held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 1,956 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #99.

VSM Wealth Advisory first reported a position in IVOG in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

VSM Wealth Advisory held 1,956 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $286K as of Q2 2026.
VSM Wealth Advisory 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 0.08% of VSM Wealth Advisory's portfolio in Q2 2026, its #99 holding.
VSM Wealth Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.