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

Allworth 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 Q2	$4.42M	Sell	30,243 -1,997	-6%	-$276K	0.02%	374
2026 Q1	$4.03M	Buy	32,240 +188	+0.6%	+$24K	0.02%	396
2025 Q4	$3.85M	Buy	32,052 +159	+0.5%	+$19.1K	0.02%	408
2025 Q3	$3.81M	Hold	31,893	–	–	0.02%	373
2025 Q2	$3.6M	Sell	31,893 -1,027	-3%	-$109K	0.02%	368
2025 Q1	$3.36M	Sell	32,920 -187	-0.6%	-$20.9K	0.02%	318
2024 Q4	$3.96M	Buy	33,107 +33,095	+275,792%	+$3.89M	0.02%	290
2024 Q3	$1.38K	Hold	12	–	–	﹤0.01%	3106
2024 Q2	$1.34K	Sell	12 -46	-79%	-$5.05K	﹤0.01%	3065
2024 Q1	$6.58K	Hold	58	–	–	﹤0.01%	2291
2023 Q4	$5.7K	Hold	58	–	–	﹤0.01%	2218
2023 Q3	$5.24K	Sell	58 -498	-90%	-$46.8K	﹤0.01%	2081
2023 Q2	$52K	Buy	556 +58	+12%	+$5.15K	﹤0.01%	1112
2023 Q1	$44.2K	Hold	498	–	–	﹤0.01%	1111
2022 Q4	$42.2K	Hold	498	–	–	﹤0.01%	1076
2022 Q3	$39K	Hold	498	–	–	﹤0.01%	1046
2022 Q2	$39K	Hold	498	–	–	﹤0.01%	983
2022 Q1	$48K	Hold	498	–	–	﹤0.01%	907
2021 Q4	$53K	Hold	498	–	–	﹤0.01%	823
2021 Q3	$49K	Hold	498	–	–	﹤0.01%	785
2021 Q2	$50K	Buy	+498	New	+$49.5K	﹤0.01%	616

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

Allworth Financial's IVOG Position: Q2 2026 in Review

Allworth Financial reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 6.2% in Q2 2026, selling an estimated $276K and leaving 30,243 shares worth $4.42M. The position accounts for 0.02% of the portfolio, ranked #374.

Allworth Financial first reported a position in IVOG in Q2 2021 and has held it in 21 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Allworth Financial held 30,243 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $4.42M as of Q2 2026.
Allworth Financial sold 1,997 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $276K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #374 holding.
Allworth Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 21 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.