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 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 $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

Allworth Financial's IVOG Position: Q1 2026 in Review

Allworth Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.59% in Q1 2026, buying an estimated $24K and bringing the position to 32,240 shares worth $4.03M. The position accounts for 0.02% of the portfolio, ranked #396.

Allworth Financial first reported a position in IVOG in Q2 2021 and has held it in 20 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Allworth Financial held 32,240 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $4.03M as of Q1 2026.
Allworth Financial bought 188 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $24K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.02% of Allworth Financial's portfolio in Q1 2026, its #396 holding.
Allworth Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 20 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.