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

Barrett & Company’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	$122K	Hold	974	–	–	0.04%	191
2025 Q4	$117K	Buy	974 +6	+0.6%	+$720	0.04%	196
2025 Q3	$116K	Hold	968	–	–	0.04%	199
2025 Q2	$109K	Hold	968	–	–	0.04%	198
2025 Q1	$99.9K	Hold	968	–	–	0.04%	191
2024 Q4	$109K	Buy	968 +8	+0.8%	+$939	0.05%	184
2024 Q3	$110K	Sell	960 -1	-0.1%	-$111	0.05%	185
2024 Q2	$105K	Hold	961	–	–	0.05%	189
2024 Q1	$109K	Buy	961 +1	+0.1%	+$103	0.05%	188
2023 Q4	$94.3K	Buy	960 +10	+1%	+$916	0.05%	194
2023 Q3	$85.7K	Hold	950	–	–	0.05%	196
2023 Q2	$88.8K	Hold	950	–	–	0.05%	196
2023 Q1	$84.4K	Hold	950	–	–	0.05%	197
2022 Q4	$80.4K	Hold	950	–	–	0.05%	191
2022 Q3	$80.4K	Buy	+950	New	+$81.6K	0.05%	191

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

Barrett & Company's IVOG Position: Q1 2026 in Review

Barrett & Company held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 974 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #191.

Barrett & Company first reported a position in IVOG in Q3 2022 and has held it in 15 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Barrett & Company held 974 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $122K as of Q1 2026.
Barrett & Company 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 0.04% of Barrett & Company's portfolio in Q1 2026, its #191 holding.
Barrett & Company first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 15 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.