Concurrent Investment Advisors
IVOG icon

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

Concurrent Investment Advisors’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
Q3 		– Sell
-1,500
Closed -$219K – 2460
2026
Q2 		$219K Buy
+1,500
New +$207K ﹤0.01% 1888

Other funds holding IVOG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gryphon Financial Partners
Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's IVOG Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2026, closing a stake of 1,500 shares — an estimated $219K sold.

Concurrent Investment Advisors first reported a position in IVOG in Q2 2026 and held it in 1 quarter. The position peaked at $219K in Q2 2026. 161 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

  • Concurrent Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,500 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $219K.
  • Concurrent Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $219K in Q2 2026.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.