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

Cetera Investment Advisers’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
Q2 		$12.7M Buy
86,814
+1,764
+2% +$244K 0.01% 1008
2026
Q1 		$10.6M Buy
85,050
+6,159
+8% +$786K 0.01% 1031
2025
Q4 		$9.48M Buy
78,891
+137
+0.2% +$16.4K 0.01% 1067
2025
Q3 		$9.41M Buy
78,754
+6,801
+9% +$797K 0.01% 1025
2025
Q2 		$8.13M Buy
71,953
+7,175
+11% +$763K 0.01% 929
2025
Q1 		$6.68M Buy
64,778
+7,348
+13% +$821K 0.01% 957
2024
Q4 		$6.47M Buy
57,430
+41,677
+265% +$4.89M 0.01% 911
2024
Q3 		$1.81M Buy
15,753
+6,249
+66% +$695K ﹤0.01% 1694
2024
Q2 		$1.04M Buy
9,504
+2,350
+33% +$258K ﹤0.01% 2052
2024
Q1 		$812K Buy
7,154
+1,368
+24% +$142K ﹤0.01% 2240
2023
Q4 		$568K Buy
5,786
+437
+8% +$40K ﹤0.01% 1425
2023
Q3 		$483K Buy
5,349
+598
+13% +$56.2K ﹤0.01% 1443
2023
Q2 		$444K Buy
4,751
+75
+2% +$6.65K ﹤0.01% 1514
2023
Q1 		$415K Buy
4,676
+636
+16% +$56.3K ﹤0.01% 1531
2022
Q4 		$342K Buy
4,040
+1,326
+49% +$114K ﹤0.01% 1578
2022
Q3 		$213K Buy
2,714
+96
+4% +$8.24K ﹤0.01% 1468
2022
Q2 		$207K Sell
2,618
-118
-4% -$10.3K ﹤0.01% 1639
2022
Q1 		$263K Buy
2,736
+6
+0.2% +$574 ﹤0.01% 1552
2021
Q4 		$289K Sell
2,730
-106
-4% -$11K ﹤0.01% 1511
2021
Q3 		$279K Sell
2,836
-50
-2% -$5.04K ﹤0.01% 1488
2021
Q2 		$290K Sell
2,886
-18
-0.6% -$1.79K ﹤0.01% 1433
2021
Q1 		$282K Sell
2,904
-248
-8% -$23.6K 0.01% 1285
2020
Q4 		$282K Buy
+3,152
New +$261K 0.01% 1271

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers's IVOG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.1% in Q2 2026, buying an estimated $244K and bringing the position to 86,814 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #1008.

Cetera Investment Advisers first reported a position in IVOG in Q4 2020 and has held it in 23 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Cetera Investment Advisers held 86,814 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $12.7M as of Q2 2026.
  • Cetera Investment Advisers bought 1,764 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $244K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1008 holding.
  • Cetera Investment Advisers first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.