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

AssetMark Inc’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 Q3	$180K	Buy	1,320 +730	+124%	+$103K	﹤0.01%	1495
2026 Q2	$86.3K	Hold	590	–	–	﹤0.01%	1670
2026 Q1	$73.8K	Hold	590	–	–	﹤0.01%	1637
2025 Q4	$70.9K	Hold	590	–	–	﹤0.01%	1600
2025 Q3	$70.5K	Buy	590 +99	+20%	+$11.6K	﹤0.01%	1523
2025 Q2	$55.5K	Sell	491 -4,861	-91%	-$517K	﹤0.01%	1529
2025 Q1	$552K	Buy	+5,352	New	+$598K	﹤0.01%	962
2024 Q1	–	Sell	-18	Closed	-$1.77K	–	2021
2023 Q4	$1.77K	Sell	18 -1,969	-99%	-$180K	﹤0.01%	1563
2023 Q3	$179K	Sell	1,987 -1,737	-47%	-$163K	﹤0.01%	888
2023 Q2	$348K	Buy	+3,724	New	+$330K	﹤0.01%	777
2023 Q1	–	Sell	-40	Closed	-$3.39K	–	1660
2022 Q4	$3.39K	Buy	+40	New	+$3.43K	﹤0.01%	1392
2021 Q2	–	Sell	-6	Closed	-$1K	–	1433
2021 Q1	$1K	Buy	+6	New	+$572	﹤0.01%	1261
2020 Q4	–	Sell	-110	Closed	-$8K	–	1439
2020 Q3	$8K	Buy	+110	New	+$8.12K	﹤0.01%	939

Other funds holding IVOG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Stephen J. Garry & Associates Garden City, New York $123M AUM 12.34% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AssetMark Inc's IVOG Position: Q3 2026 in Review

AssetMark Inc increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 124% in Q3 2026, buying an estimated $103K and bringing the position to 1,320 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

AssetMark Inc first reported a position in IVOG in Q3 2020 and has held it in 13 quarters since. The position peaked at $552K in Q1 2025. 93 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

AssetMark Inc held 1,320 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $180K as of Q3 2026.
AssetMark Inc bought 730 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $103K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1495 holding.
AssetMark Inc first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 13 quarters since.
AssetMark Inc's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $552K in Q1 2025.
93 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.