B. Riley Wealth Advisors
IVOG icon

B. Riley Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

B. Riley Wealth 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
Q3 		$1.08M Buy
+7,913
New +$1.12M 0.04% 374
2018
Q1 		– Sell
-26,230
Closed -$1.75M – 690
2017
Q4 		$1.75M Buy
+26,230
New +$1.71M 0.24% 115

Other funds holding IVOG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gryphon Financial Partners
Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Clark Financial Services Group
Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return
Stephen J. Garry & Associates
Stephen J. Garry & Associates Garden City, New York $123M AUM 12.34% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

B. Riley Wealth Advisors's IVOG Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2026: 7,913 shares worth $1.08M. The stake represents 0.04% of the portfolio and ranks #374 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in IVOG as recently as Q4 2017.

B. Riley Wealth Advisors first reported a position in IVOG in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.75M in Q4 2017. 93 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • B. Riley Wealth Advisors held 7,913 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.08M as of Q3 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #374 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • B. Riley Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.75M in Q4 2017.
  • 93 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.