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Asset Dedication LLC’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Asset Dedication LLC’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 		$13.8K Hold
110
– – ﹤0.01% 706
2025
Q4 		$13.2K Hold
110
– – ﹤0.01% 737
2025
Q3 		$13.1K Hold
110
– – ﹤0.01% 757
2025
Q2 		$12.4K Hold
110
– – ﹤0.01% 783
2025
Q1 		$11.3K Hold
110
– – ﹤0.01% 745
2024
Q4 		$12.4K Hold
110
– – ﹤0.01% 734
2024
Q3 		$12.6K Buy
+110
New +$12.2K ﹤0.01% 768

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

Asset Dedication LLC's IVOG Position: Q1 2026 in Review

Asset Dedication LLC held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 110 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Asset Dedication LLC first reported a position in IVOG in Q3 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Asset Dedication LLC held 110 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $13.8K as of Q1 2026.
  • Asset Dedication LLC left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #706 holding.
  • Asset Dedication LLC first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.