Empower Advisory Group
IVOG icon

Empower Advisory Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Empower Advisory 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 		– Sell
-3,078
Closed -$370K – 537
2025
Q4 		$370K Buy
+3,078
New +$369K ﹤0.01% 377

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group's IVOG Position: Q1 2026 in Review

Empower Advisory Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026, closing a stake of 3,078 shares — an estimated $370K sold.

Empower Advisory Group first reported a position in IVOG in Q4 2025 and held it in 1 quarter. The position peaked at $370K in Q4 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Empower Advisory Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Empower Advisory Group sold 3,078 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $370K.
  • Empower Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Empower Advisory Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $370K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.