BA
IVOG icon

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

Bristlecone 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
2025
Q3 		– Sell
-220
Closed -$24.9K – 265
2025
Q2 		$24.9K Hold
220
– – ﹤0.01% 267
2025
Q1 		$22.7K Hold
220
– – ﹤0.01% 332
2024
Q4 		$24.8K Hold
220
– – ﹤0.01% 326
2024
Q3 		$25.2K Buy
+220
New +$24.5K ﹤0.01% 332
2023
Q2 		– Sell
-120
Closed -$10.7K – 305
2023
Q1 		$10.7K Buy
+120
New +$10.6K ﹤0.01% 326

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bristlecone Advisors's IVOG Position: Q3 2025 in Review

Bristlecone Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2025, closing a stake of 220 shares — an estimated $24.9K sold.

Bristlecone Advisors first reported a position in IVOG in Q1 2023 and held it in 5 quarters. The position peaked at $25.2K in Q3 2024. 157 funds tracked by Wall St. Rank hold IVOG as of Q3 2025.

  • Bristlecone Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 220 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $24.9K.
  • Bristlecone Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $25.2K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.