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

Wealth Enhancement Advisory Services’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 Q3	$691K	Hold	4,995	–	–	﹤0.01%	2495
2026 Q2	$710K	Buy	4,995 +381	+8%	+$52.6K	﹤0.01%	2366
2026 Q1	$584K	Sell	4,614 -668	-13%	-$85.2K	﹤0.01%	2190
2025 Q4	$666K	Sell	5,282 -890	-14%	-$107K	﹤0.01%	2259
2025 Q3	$735K	Hold	6,172	–	–	﹤0.01%	2068
2025 Q2	$713K	Buy	6,172 +1,430	+30%	+$152K	﹤0.01%	1955
2025 Q1	$489K	Buy	4,742 +393	+9%	+$43.9K	﹤0.01%	2081
2024 Q4	$490K	Buy	4,349 +2,122	+95%	+$249K	﹤0.01%	2007
2024 Q3	$255K	Buy	+2,227	New	+$248K	﹤0.01%	2280

Other funds holding IVOG

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVOG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 4,995 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Wealth Enhancement Advisory Services first reported a position in IVOG in Q3 2024 and has held it in 9 quarters since. The position peaked at $735K in Q3 2025. 37 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Wealth Enhancement Advisory Services held 4,995 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $691K as of Q3 2026.
Wealth Enhancement Advisory Services left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2495 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $735K in Q3 2025.
37 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.