Commonwealth Equity Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Sell |
12,093
-640
| -5% | -$81.6K | ﹤0.01% | 2251 |
|
|
2025
Q4 | $1.53M | Sell |
12,733
-754
| -6% | -$90.5K | ﹤0.01% | 2211 |
|
|
2025
Q3 | $1.61M | Sell |
13,487
-2,931
| -18% | -$344K | ﹤0.01% | 2189 |
|
|
2025
Q2 | $1.86M | Sell |
16,418
-3,856
| -19% | -$410K | ﹤0.01% | 2037 |
|
|
2025
Q1 | $2.09M | Buy |
20,274
+2,802
| +16% | +$313K | ﹤0.01% | 1881 |
|
|
2024
Q4 | $1.97M | Buy |
17,472
+10,040
| +135% | +$1.18M | ﹤0.01% | 1882 |
|
|
2024
Q3 | $852K | Sell |
7,432
-10,234
| -58% | -$1.14M | ﹤0.01% | 2475 |
|
|
2024
Q2 | $1.94M | Sell |
17,666
-175
| -1% | -$19.2K | ﹤0.01% | 1813 |
|
|
2024
Q1 | $2.02M | Buy |
17,841
+1,072
| +6% | +$111K | ﹤0.01% | 1778 |
|
|
2023
Q4 | $1.65M | Buy |
16,769
+812
| +5% | +$74.4K | ﹤0.01% | 1823 |
|
|
2023
Q3 | $1.44M | Sell |
15,957
-72
| -0.4% | -$6.76K | ﹤0.01% | 1822 |
|
|
2023
Q2 | $1.5M | Sell |
16,029
-377
| -2% | -$33.4K | ﹤0.01% | 1812 |
|
|
2023
Q1 | $1.46K | Sell |
16,406
-310
| -2% | -$27.4K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $1.42M | Buy |
16,716
+4,956
| +42% | +$425K | ﹤0.01% | 1726 |
|
|
2022
Q3 | $925K | Buy |
11,760
+782
| +7% | +$67.1K | ﹤0.01% | 1956 |
|
|
2022
Q2 | $867K | Buy |
10,978
+486
| +5% | +$42.4K | ﹤0.01% | 2013 |
|
|
2022
Q1 | $1.01M | Buy |
10,492
+1,276
| +14% | +$122K | ﹤0.01% | 1985 |
|
|
2021
Q4 | $974K | Buy |
9,216
+526
| +6% | +$54.8K | ﹤0.01% | 2009 |
|
|
2021
Q3 | $855K | Sell |
8,690
-62
| -0.7% | -$6.24K | ﹤0.01% | 2043 |
|
|
2021
Q2 | $878K | Buy |
8,752
+200
| +2% | +$19.9K | ﹤0.01% | 2017 |
|
|
2021
Q1 | $831K | Buy |
8,552
+1,522
| +22% | +$145K | ﹤0.01% | 1933 |
|
|
2020
Q4 | $628K | Buy |
7,030
+2,332
| +50% | +$193K | ﹤0.01% | 1992 |
|
|
2020
Q3 | $350K | Sell |
4,698
-440
| -9% | -$32.5K | ﹤0.01% | 2237 |
|
|
2020
Q2 | $357K | Sell |
5,138
-448
| -8% | -$28.8K | ﹤0.01% | 2132 |
|
|
2020
Q1 | $308K | Sell |
5,586
-1,742
| -24% | -$118K | ﹤0.01% | 2049 |
|
|
2019
Q4 | $538K | Sell |
7,328
-462
| -6% | -$32.9K | ﹤0.01% | 1860 |
|
|
2019
Q3 | $543K | Buy |
7,790
+666
| +9% | +$46.5K | ﹤0.01% | 1768 |
|
|
2019
Q2 | $499K | Sell |
7,124
-34
| -0.5% | -$2.33K | ﹤0.01% | 1795 |
|
|
2019
Q1 | $484K | Sell |
7,158
-550
| -7% | -$35.8K | ﹤0.01% | 1779 |
|
|
2018
Q4 | $454K | Buy |
7,708
+230
| +3% | +$14.9K | ﹤0.01% | 1712 |
|
|
2018
Q3 | $541K | Buy |
7,478
+352
| +5% | +$25.3K | ﹤0.01% | 1743 |
|
|
2018
Q2 | $496K | Sell |
7,126
-1,006
| -12% | -$69.5K | ﹤0.01% | 1755 |
|
|
2018
Q1 | $549K | Buy |
8,132
+84
| +1% | +$5.73K | ﹤0.01% | 1658 |
|
|
2017
Q4 | $535K | Buy |
8,048
+1,298
| +19% | +$84.8K | ﹤0.01% | 1647 |
|
|
2017
Q3 | $423K | Buy |
6,750
+132
| +2% | +$8.05K | ﹤0.01% | 1726 |
|
|
2017
Q2 | $402K | Sell |
6,618
-904
| -12% | -$54.3K | ﹤0.01% | 1711 |
|
|
2017
Q1 | $443K | Buy |
7,522
+2,348
| +45% | +$136K | ﹤0.01% | 1575 |
|
|
2016
Q4 | $290K | Buy |
5,174
+1,222
| +31% | +$66.6K | ﹤0.01% | 1792 |
|
|
2016
Q3 | $214K | Hold |
3,952
| – | – | ﹤0.01% | 1941 |
|
|
2016
Q2 | $206K | Sell |
3,952
-936
| -19% | -$47.8K | ﹤0.01% | 1935 |
|
|
2016
Q1 | $245K | Buy |
+4,888
| New | +$229K | ﹤0.01% | 1781 |
|
Other funds holding IVOG
VIA
MGIA
SCM
GFP
Commonwealth Equity Services's IVOG Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 5% in Q1 2026, selling an estimated $81.6K and leaving 12,093 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2251.
Commonwealth Equity Services first reported a position in IVOG in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.09M in Q1 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.
- Commonwealth Equity Services held 12,093 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.51M as of Q1 2026.
- Commonwealth Equity Services sold 640 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $81.6K.
- Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2251 holding.
- Commonwealth Equity Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2016 and has held it in 41 quarters since.
- Commonwealth Equity Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $2.09M in Q1 2025.
- 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.