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 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 $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

AE Wealth Management's IVOG Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 174% in Q1 2026, buying an estimated $607K and bringing the position to 7,487 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #853.

AE Wealth Management first reported a position in IVOG in Q3 2023 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

AE Wealth Management held 7,487 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $936K as of Q1 2026.
AE Wealth Management bought 4,755 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $607K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #853 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 8 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.