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

Advisornet Financial’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	$985	Hold	8	–	–	﹤0.01%	2016
2025 Q4	$947	Hold	8	–	–	﹤0.01%	2005
2025 Q3	$941	Hold	8	–	–	﹤0.01%	1976
2025 Q2	$890	Hold	8	–	–	﹤0.01%	1962
2025 Q1	$813	Hold	8	–	–	﹤0.01%	1908
2024 Q4	$888	Hold	8	–	–	﹤0.01%	1699
2024 Q3	$903	Hold	8	–	–	﹤0.01%	1958
2024 Q2	$863	Hold	8	–	–	﹤0.01%	1849
2024 Q1	$894	Hold	8	–	–	﹤0.01%	1791
2023 Q4	$774	Hold	8	–	–	﹤0.01%	1967
2023 Q3	$711	Hold	8	–	–	﹤0.01%	1890
2023 Q2	$737	Hold	8	–	–	﹤0.01%	1964
2023 Q1	$700	Hold	8	–	–	﹤0.01%	1985
2022 Q4	$667	Hold	8	–	–	﹤0.01%	1962
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	1779
2022 Q2	$1K	Buy	+8	New	+$697	﹤0.01%	1805
2019 Q4	–	Sell	-420	Closed	-$29K	–	1919
2019 Q3	$29K	Hold	420	–	–	﹤0.01%	1087
2019 Q2	$29K	Hold	420	–	–	﹤0.01%	966
2019 Q1	$28K	Hold	420	–	–	﹤0.01%	904
2018 Q4	$25K	Hold	420	–	–	﹤0.01%	873
2018 Q3	$30K	Sell	420 -1,672	-80%	-$120K	﹤0.01%	851
2018 Q2	$146K	Hold	2,092	–	–	0.02%	450
2018 Q1	$141K	Hold	2,092	–	–	0.02%	465
2017 Q4	$139K	Buy	+2,092	New	+$137K	0.02%	416

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's IVOG Position: Q1 2026 in Review

Advisornet Financial held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 8 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Advisornet Financial first reported a position in IVOG in Q4 2017 and has held it in 24 quarters since. The position peaked at $146K in Q2 2018. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Advisornet Financial held 8 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $985 as of Q1 2026.
Advisornet Financial left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2016 holding.
Advisornet Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 24 quarters since.
Advisornet Financial's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $146K in Q2 2018.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.