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

Waverly 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	$739K	Buy	5,053 +102	+2%	+$14.1K	﹤0.01%	997
2026 Q1	$619K	Buy	4,951 +24	+0.5%	+$3.06K	﹤0.01%	983
2025 Q4	$592K	Buy	4,927 +305	+7%	+$36.6K	﹤0.01%	944
2025 Q3	$552K	Buy	4,622 +1,103	+31%	+$129K	0.01%	820
2025 Q2	$398K	Buy	3,519 +196	+6%	+$20.8K	﹤0.01%	876
2025 Q1	$343K	Buy	3,323 +1,133	+52%	+$127K	﹤0.01%	886
2024 Q4	$247K	Buy	+2,190	New	+$257K	﹤0.01%	881

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

Waverly Advisors's IVOG Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 5,053 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Waverly Advisors first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Waverly Advisors held 5,053 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $739K as of Q2 2026.
Waverly Advisors bought 102 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14.1K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #997 holding.
Waverly Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.