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

Wealthquest’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	$232K	Buy	+1,588	New	+$219K	0.01%	158
2024 Q4	–	Sell	-1,760	Closed	-$201K	–	130
2024 Q3	$201K	Buy	+1,760	New	+$196K	0.02%	126
2022 Q2	–	Sell	-3,212	Closed	-$339K	–	132
2022 Q1	$339K	Hold	3,212	–	–	0.05%	99
2021 Q4	$339K	Hold	3,212	–	–	0.05%	99
2021 Q3	$316K	Hold	3,212	–	–	0.05%	102
2021 Q2	$322K	Hold	3,212	–	–	0.06%	102
2021 Q1	$312K	Hold	3,212	–	–	0.06%	105
2020 Q4	$287K	Hold	3,212	–	–	0.06%	101
2020 Q3	$239K	Buy	+3,212	New	+$237K	0.06%	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

Wealthquest's IVOG Position: Q2 2026 in Review

Wealthquest opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 1,588 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Wealthquest previously reported a position in IVOG as recently as Q3 2024.

Wealthquest first reported a position in IVOG in Q3 2020 and has held it in 9 quarters since. The position peaked at $339K in Q1 2022. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Wealthquest held 1,588 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $232K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Wealthquest position in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #158 holding.
Wealthquest first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 9 quarters since.
Wealthquest's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $339K in Q1 2022.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.