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Consolidated Portfolio Review Corp’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-2,936
Closed -$351K – 218
2025
Q3 		$351K Sell
2,936
-20
-0.7% -$2.34K 0.04% 335
2025
Q2 		$334K Sell
2,956
-35
-1% -$3.72K 0.05% 330
2025
Q1 		$309K Hold
2,991
– – 0.05% 292
2024
Q4 		$337K Buy
+2,991
New +$351K 0.05% 278

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's IVOG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2025, closing a stake of 2,936 shares — an estimated $351K sold.

Consolidated Portfolio Review Corp first reported a position in IVOG in Q4 2024 and held it in 4 quarters. The position peaked at $351K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,936 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $351K.
  • Consolidated Portfolio Review Corp first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $351K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.