CF
IVOG icon

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

Centaurus Financial’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 		$1.66M Buy
13,268
+3,382
+34% +$431K 0.08% 235
2025
Q4 		$1.19M Buy
9,886
+103
+1% +$12.4K 0.05% 300
2025
Q3 		$1.17M Sell
9,783
-10
-0.1% -$1.17K 0.05% 293
2025
Q2 		$1.11M Sell
9,793
-226
-2% -$24K 0.06% 278
2025
Q1 		$1.03M Buy
10,019
+1,989
+25% +$222K 0.06% 274
2024
Q4 		$905K Buy
+8,030
New +$943K 0.06% 293
2018
Q3 		– Sell
-160
Closed -$11K – 1290
2018
Q2 		$11K Buy
+160
New +$11.1K ﹤0.01% 1516

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