Cape Investment Advisory’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Cape Investment Advisory’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	-178	Closed	-$20.1K	–	1011
2025 Q2	$20.1K	Hold	178	–	–	0.01%	506
2025 Q1	$18.4K	Hold	178	–	–	0.01%	495
2024 Q4	$20.1K	Hold	178	–	–	0.01%	480
2024 Q3	$20.4K	Hold	178	–	–	0.01%	459
2024 Q2	$19.5K	Hold	178	–	–	0.01%	428
2024 Q1	$20.2K	Hold	178	–	–	0.01%	440
2023 Q4	$17.5K	Sell	178 -100	-36%	-$9.16K	0.01%	558
2023 Q3	$25.1K	Hold	278	–	–	0.01%	408
2023 Q2	$26K	Sell	278 -162	-37%	-$14.4K	0.01%	399
2023 Q1	$39.1K	Buy	+440	New	+$38.9K	0.02%	310

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cape Investment Advisory's IVOG Position: Q3 2025 in Review

Cape Investment Advisory sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2025, closing a stake of 178 shares — an estimated $20.1K sold.

Cape Investment Advisory first reported a position in IVOG in Q1 2023 and held it in 10 quarters. The position peaked at $39.1K in Q1 2023. 157 funds tracked by Wall St. Rank hold IVOG as of Q3 2025.

Cape Investment Advisory reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Cape Investment Advisory sold 178 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $20.1K.
Cape Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 10 quarters.
Cape Investment Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $39.1K in Q1 2023.
157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.