Chicago Partners Investment Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Chicago Partners Investment Group’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	$1.69M	Sell	12,511 -6	-0%	-$765	0.04%	376
2025 Q4	$1.6M	Hold	12,517	–	–	0.04%	339
2025 Q3	$1.52M	Hold	12,517	–	–	0.04%	331
2025 Q2	$1.46M	Buy	12,517 +445	+4%	+$47.3K	0.04%	320
2025 Q1	$1.28M	Buy	+12,072	New	+$1.35M	0.04%	317

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Chicago Partners Investment Group's IVOG Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.05% in Q1 2026, selling an estimated $765 and leaving 12,511 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #376.

Chicago Partners Investment Group first reported a position in IVOG in Q1 2025 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Chicago Partners Investment Group held 12,511 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.69M as of Q1 2026.
Chicago Partners Investment Group sold 6 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $765.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q1 2026, its #376 holding.
Chicago Partners Investment Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 5 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.