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

AE Wealth Management’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	$1.1M	Hold	7,487	–	–	0.01%	878
2026 Q1	$936K	Buy	7,487 +4,755	+174%	+$607K	0.01%	853
2025 Q4	$328K	Buy	2,732 +402	+17%	+$48.2K	﹤0.01%	1269
2025 Q3	$278K	Sell	2,330 -50	-2%	-$5.86K	﹤0.01%	1217
2025 Q2	$269K	Buy	2,380 +9	+0.4%	+$957	﹤0.01%	1158
2025 Q1	$245K	Buy	2,371 +2,155	+998%	+$241K	﹤0.01%	1188
2024 Q4	$24.3K	Buy	+216	New	+$25.4K	﹤0.01%	1687
2024 Q1	–	Sell	-2,796	Closed	-$275K	–	1579
2023 Q4	$275K	Buy	2,796 +51	+2%	+$4.67K	﹤0.01%	1753
2023 Q3	$248K	Buy	+2,745	New	+$258K	﹤0.01%	1694

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

AE Wealth Management's IVOG Position: Q2 2026 in Review

AE Wealth Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 7,487 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #878.

AE Wealth Management first reported a position in IVOG in Q3 2023 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

AE Wealth Management held 7,487 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.1M as of Q2 2026.
AE Wealth Management left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #878 holding.
AE Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.