Creative Planning’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 | $1.33M | Buy |
10,663
+32
| +0.3% | +$4.08K | ﹤0.01% | 2230 |
|
|
2025
Q4 | $1.28M | Sell |
10,631
-3,052
| -22% | -$366K | ﹤0.01% | 2089 |
|
|
2025
Q3 | $1.63M | Sell |
13,683
-1,025
| -7% | -$120K | ﹤0.01% | 1706 |
|
|
2025
Q2 | $1.66M | Buy |
14,708
+216
| +1% | +$23K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $1.5M | Buy |
14,492
+731
| +5% | +$81.7K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $1.55M | Buy |
13,761
+5,700
| +71% | +$669K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $924K | Sell |
8,061
-332
| -4% | -$36.9K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $919K | Buy |
8,393
+241
| +3% | +$26.5K | ﹤0.01% | 1465 |
|
|
2024
Q1 | $925K | Buy |
8,152
+62
| +0.8% | +$6.42K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $795K | Sell |
8,090
-2,544
| -24% | -$233K | ﹤0.01% | 1377 |
|
|
2023
Q3 | $960K | Buy |
10,634
+2,279
| +27% | +$214K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $781K | Buy |
8,355
+37
| +0.4% | +$3.28K | ﹤0.01% | 1262 |
|
|
2023
Q1 | $739K | Sell |
8,318
-78
| -0.9% | -$6.9K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $711K | Sell |
8,396
-16
| -0.2% | -$1.37K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $662K | Buy |
8,412
+264
| +3% | +$22.7K | ﹤0.01% | 1162 |
|
|
2022
Q2 | $644K | Sell |
8,148
-98
| -1% | -$8.54K | ﹤0.01% | 1175 |
|
|
2022
Q1 | $793K | Buy |
8,246
+2,544
| +45% | +$243K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $603K | Sell |
5,702
-1,240
| -18% | -$129K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $684K | Buy |
6,942
+1,360
| +24% | +$137K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $560K | Buy |
5,582
+1,246
| +29% | +$124K | ﹤0.01% | 1210 |
|
|
2021
Q1 | $422K | Sell |
4,336
-102
| -2% | -$9.73K | ﹤0.01% | 1551 |
|
|
2020
Q4 | $397K | Buy |
4,438
+122
| +3% | +$10.1K | ﹤0.01% | 1451 |
|
|
2020
Q3 | $322K | Hold |
4,316
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q2 | $300K | Sell |
4,316
-72
| -2% | -$4.63K | ﹤0.01% | 1303 |
|
|
2020
Q1 | $242K | Sell |
4,388
-4
| -0.1% | -$272 | ﹤0.01% | 1287 |
|
|
2019
Q4 | $323K | Sell |
4,392
-526
| -11% | -$37.5K | ﹤0.01% | 1364 |
|
|
2019
Q3 | $343K | Buy |
4,918
+26
| +0.5% | +$1.81K | ﹤0.01% | 1277 |
|
|
2019
Q2 | $343K | Hold |
4,892
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q1 | $331K | Sell |
4,892
-400
| -8% | -$26.1K | ﹤0.01% | 1280 |
|
|
2018
Q4 | $312K | Buy |
5,292
+12
| +0.2% | +$779 | ﹤0.01% | 1211 |
|
|
2018
Q3 | $382K | Buy |
5,280
+200
| +4% | +$14.4K | ﹤0.01% | 1246 |
|
|
2018
Q2 | $354K | Hold |
5,080
| – | – | ﹤0.01% | 1264 |
|
|
2018
Q1 | $343K | Sell |
5,080
-1,292
| -20% | -$88.1K | ﹤0.01% | 1274 |
|
|
2017
Q4 | $424K | Buy |
6,372
+288
| +5% | +$18.8K | ﹤0.01% | 1170 |
|
|
2017
Q3 | $382K | Buy |
6,084
+3,426
| +129% | +$209K | ﹤0.01% | 1184 |
|
|
2017
Q2 | $162K | Hold |
2,658
| – | – | ﹤0.01% | 1644 |
|
|
2017
Q1 | $157K | Hold |
2,658
| – | – | ﹤0.01% | 1646 |
|
|
2016
Q4 | $149K | Buy |
2,658
+1,438
| +118% | +$78.4K | ﹤0.01% | 1580 |
|
|
2016
Q3 | $66K | Sell |
1,220
-336
| -22% | -$18.2K | ﹤0.01% | 2149 |
|
|
2016
Q2 | $81K | Buy |
1,556
+336
| +28% | +$17.2K | ﹤0.01% | 1803 |
|
|
2016
Q1 | $61K | Buy |
1,220
+110
| +10% | +$5.16K | ﹤0.01% | 1953 |
|
|
2015
Q4 | $55K | Hold |
1,110
| – | – | ﹤0.01% | 2041 |
|
|
2015
Q3 | $54K | Buy |
+1,110
| New | +$57.2K | ﹤0.01% | 1988 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$58K | – | 2047 |
|
|
2015
Q1 | $58K | Sell |
1,100
-1,010
| -48% | -$51.3K | ﹤0.01% | 1925 |
|
|
2014
Q4 | $104K | Buy |
2,110
+1,010
| +92% | +$48.3K | ﹤0.01% | 1534 |
|
|
2014
Q3 | $51K | Hold |
1,100
| – | – | ﹤0.01% | 1908 |
|
|
2014
Q2 | $53K | Hold |
1,100
| – | – | ﹤0.01% | 1846 |
|
|
2014
Q1 | $52K | Buy |
+1,100
| New | +$50.8K | ﹤0.01% | 1779 |
|
Other funds holding IVOG
VIA
MGIA
SCM
GFP
Creative Planning's IVOG Position: Q1 2026 in Review
Creative Planning increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.3% in Q1 2026, buying an estimated $4.08K and bringing the position to 10,663 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.
Creative Planning first reported a position in IVOG in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.66M in Q2 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.
- Creative Planning held 10,663 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.33M as of Q1 2026.
- Creative Planning bought 32 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $4.08K.
- Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2230 holding.
- Creative Planning first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2014 and has held it in 48 quarters since.
- Creative Planning's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.66M in Q2 2025.
- 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.