ARC
IVOG icon

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

Advisor Resource Council’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
Q1 		$688K Buy
5,505
+153
+3% +$19.5K 0.22% 92
2025
Q4 		$677K Buy
+5,352
New +$642K 0.24% 92
2025
Q2 		– Sell
-40,372
Closed -$4.08M – 378
2025
Q1 		$4.08M Buy
+40,372
New +$4.51M 0.33% 78
2024
Q4 		– Sell
-4,640
Closed -$532K – 170
2024
Q3 		$532K Buy
+4,640
New +$516K 0.24% 111

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Resource Council's IVOG Position: Q1 2026 in Review

Advisor Resource Council increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.9% in Q1 2026, buying an estimated $19.5K and bringing the position to 5,505 shares worth $688K. The position accounts for 0.22% of the portfolio, ranked #92.

Advisor Resource Council first reported a position in IVOG in Q3 2024 and has held it in 4 quarters since. The position peaked at $4.08M in Q1 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Advisor Resource Council held 5,505 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $688K as of Q1 2026.
  • Advisor Resource Council bought 153 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $19.5K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.22% of Advisor Resource Council's portfolio in Q1 2026, its #92 holding.
  • Advisor Resource Council first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Advisor Resource Council's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $4.08M in Q1 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.