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

Cambridge Investment Research 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
Q1 		$1.04M Buy
8,343
+123
+1% +$15.7K ﹤0.01% 2140
2025
Q4 		$988K Buy
8,220
+674
+9% +$80.9K ﹤0.01% 2102
2025
Q3 		$902K Buy
7,546
+487
+7% +$57.1K ﹤0.01% 2130
2025
Q2 		$798K Buy
7,059
+23
+0.3% +$2.45K ﹤0.01% 2134
2025
Q1 		$726K Sell
7,036
-366
-5% -$40.9K ﹤0.01% 2122
2024
Q4 		$834K Buy
7,402
+700
+10% +$82.2K ﹤0.01% 2013
2024
Q3 		$768K Sell
6,702
-2,726
-29% -$303K ﹤0.01% 2060
2024
Q2 		$1.03M Buy
9,428
+1,483
+19% +$163K ﹤0.01% 1752
2024
Q1 		$901K Buy
7,945
+2,298
+41% +$238K ﹤0.01% 1802
2023
Q4 		$555K Buy
5,647
+50
+0.9% +$4.58K ﹤0.01% 2105
2023
Q3 		$505K Buy
5,597
+104
+2% +$9.77K ﹤0.01% 2075
2023
Q2 		$514K Buy
5,493
+112
+2% +$9.94K ﹤0.01% 2117
2023
Q1 		$478K Buy
5,381
+677
+14% +$59.9K ﹤0.01% 2117
2022
Q4 		$398K Buy
4,704
+1,392
+42% +$119K ﹤0.01% 2202
2022
Q3 		$261K Sell
3,312
-6
-0.2% -$515 ﹤0.01% 2481
2022
Q2 		$262K Sell
3,318
-580
-15% -$50.6K ﹤0.01% 2501
2022
Q1 		$375K Buy
3,898
+156
+4% +$14.9K ﹤0.01% 2352
2021
Q4 		$396K Sell
3,742
-144
-4% -$15K ﹤0.01% 2291
2021
Q3 		$383K Sell
3,886
-94
-2% -$9.47K ﹤0.01% 2255
2021
Q2 		$399K Buy
3,980
+96
+2% +$9.55K ﹤0.01% 2237
2021
Q1 		$378K Sell
3,884
-84
-2% -$8.01K ﹤0.01% 2118
2020
Q4 		$355K Sell
3,968
-272
-6% -$22.6K ﹤0.01% 2010
2020
Q3 		$316K Buy
4,240
+260
+7% +$19.2K ﹤0.01% 1900
2020
Q2 		$277K Sell
3,980
-1,290
-24% -$83K ﹤0.01% 1941
2020
Q1 		$291K Sell
5,270
-23,976
-82% -$1.63M ﹤0.01% 1697
2019
Q4 		$2.15M Sell
29,246
-1,918
-6% -$137K 0.02% 755
2019
Q3 		$2.17M Sell
31,164
-5,190
-14% -$362K 0.02% 719
2019
Q2 		$2.55M Buy
36,354
+5,204
+17% +$357K 0.02% 631
2019
Q1 		$2.11M Buy
31,150
+6,758
+28% +$440K 0.02% 693
2018
Q4 		$1.44M Buy
24,392
+1,322
+6% +$85.8K 0.02% 768
2018
Q3 		$1.67M Buy
23,070
+2,754
+14% +$198K 0.02% 758
2018
Q2 		$1.42M Buy
20,316
+2,766
+16% +$191K 0.01% 795
2018
Q1 		$1.19M Buy
17,550
+2,924
+20% +$199K 0.01% 856
2017
Q4 		$973K Sell
14,626
-24,844
-63% -$1.62M 0.01% 918
2017
Q3 		$2.48M Sell
39,470
-13,138
-25% -$801K 0.03% 468
2017
Q2 		$3.2M Sell
52,608
-564
-1% -$33.8K 0.05% 366
2017
Q1 		$3.13M Buy
53,172
+742
+1% +$43.1K 0.05% 326
2016
Q4 		$2.94M Sell
52,430
-898
-2% -$49K 0.06% 318
2016
Q3 		$2.89M Buy
53,328
+2,388
+5% +$129K 0.05% 316
2016
Q2 		$2.66M Buy
50,940
+3,326
+7% +$170K 0.06% 311
2016
Q1 		$2.38M Sell
47,614
-1,232
-3% -$57.8K 0.05% 314
2015
Q4 		$2.42M Sell
48,846
-2,280
-4% -$115K 0.06% 302
2015
Q3 		$2.48M Buy
51,126
+1,522
+3% +$78.4K 0.07% 260
2015
Q2 		$2.59M Buy
+49,604
New +$2.62M 0.07% 265
2015
Q1 		– Sell
-4,140
Closed -$203K – 1431
2014
Q4 		$203K Sell
4,140
-354
-8% -$16.9K 0.01% 1214
2014
Q3 		$210K Sell
4,494
-106
-2% -$5.06K 0.01% 1274
2014
Q2 		$223K Sell
4,600
-584
-11% -$27.1K 0.01% 1149
2014
Q1 		$244K Sell
5,184
-176
-3% -$8.13K 0.01% 1044
2013
Q4 		$247K Buy
5,360
+554
+12% +$24.6K 0.01% 975
2013
Q3 		$206K Buy
+4,806
New +$201K 0.01% 1023

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

Cambridge Investment Research Advisors's IVOG Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.5% in Q1 2026, buying an estimated $15.7K and bringing the position to 8,343 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Cambridge Investment Research Advisors first reported a position in IVOG in Q3 2013 and has held it in 50 quarters since. The position peaked at $3.2M in Q2 2017. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Cambridge Investment Research Advisors held 8,343 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.04M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 123 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $15.7K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2140 holding.
  • Cambridge Investment Research Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 50 quarters since.
  • Cambridge Investment Research Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $3.2M in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.