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Aptus Capital Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Aptus Capital Advisors’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 		$378K Sell
3,027
-79
-3% -$10.1K ﹤0.01% 795
2025
Q4 		$373K Sell
3,106
-147
-5% -$17.6K ﹤0.01% 822
2025
Q3 		$389K Buy
3,253
+38
+1% +$4.45K ﹤0.01% 770
2025
Q2 		$363K Buy
3,215
+198
+7% +$21.1K ﹤0.01% 769
2025
Q1 		$311K Sell
3,017
-364
-11% -$40.7K ﹤0.01% 763
2024
Q4 		$381K Sell
3,381
-68
-2% -$7.98K ﹤0.01% 714
2024
Q3 		$395K Buy
3,449
+3,283
+1,978% +$365K 0.01% 599
2024
Q2 		$18.2K Buy
166
+2
+1% +$220 ﹤0.01% 980
2024
Q1 		$18.6K Hold
164
– – ﹤0.01% 978
2023
Q4 		$16.1K Buy
+164
New +$15K ﹤0.01% 763
2023
Q2 		– Sell
-10
Closed -$889 – 833
2023
Q1 		$889 Buy
+10
New +$885 ﹤0.01% 776

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return