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 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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CFSG

Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVOG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 8.3% in Q2 2026, buying an estimated $52.6K and bringing the position to 4,995 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Wealth Enhancement Advisory Services first reported a position in IVOG in Q3 2024 and has held it in 8 quarters since. The position peaked at $735K in Q3 2025. 21 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Wealth Enhancement Advisory Services held 4,995 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $710K as of Q2 2026.
Wealth Enhancement Advisory Services bought 381 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $52.6K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2366 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 8 quarters since.
Wealth Enhancement Advisory Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $735K in Q3 2025.
21 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.