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

Walsh & Associates’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 		$26.6K Hold
182
– – 0.02% 151
2026
Q1 		$22.8K Hold
182
– – 0.02% 152
2025
Q4 		$21.9K Buy
+182
New +$21.8K 0.02% 154

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

Walsh & Associates's IVOG Position: Q2 2026 in Review

Walsh & Associates held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 182 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #151.

Walsh & Associates first reported a position in IVOG in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Walsh & Associates held 182 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $26.6K as of Q2 2026.
  • Walsh & Associates 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 0.02% of Walsh & Associates's portfolio in Q2 2026, its #151 holding.
  • Walsh & Associates first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.