Envestnet Asset Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Envestnet Asset Management’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 Q2	$3.92M	Buy	26,764 +9,730	+57%	+$1.34M	﹤0.01%	2642
2026 Q1	$2.13M	Buy	17,034 +2,948	+21%	+$376K	﹤0.01%	2972
2025 Q4	$1.69M	Sell	14,086 -1,642	-10%	-$197K	﹤0.01%	2950
2025 Q3	$1.88M	Sell	15,728 -2,025	-11%	-$237K	﹤0.01%	2915
2025 Q2	$2.01M	Sell	17,753 -919	-5%	-$97.7K	﹤0.01%	2821
2025 Q1	$1.93M	Buy	18,672 +1,136	+6%	+$127K	﹤0.01%	2762
2024 Q4	$1.98M	Buy	17,536 +1,965	+13%	+$231K	﹤0.01%	2690
2024 Q3	$1.78M	Buy	15,571 +939	+6%	+$104K	﹤0.01%	2742
2024 Q2	$1.6M	Sell	14,632 -329	-2%	-$36.1K	﹤0.01%	2731
2024 Q1	$1.7M	Sell	14,961 -1,396	-9%	-$144K	﹤0.01%	2682
2023 Q4	$1.61M	Buy	16,357 +2,132	+15%	+$195K	﹤0.01%	2602
2023 Q3	$1.28M	Sell	14,225 -452	-3%	-$42.4K	﹤0.01%	2626
2023 Q2	$1.37M	Buy	14,677 +385	+3%	+$34.2K	﹤0.01%	2522
2023 Q1	$1.27M	Buy	14,292 +2,384	+20%	+$211K	﹤0.01%	2495
2022 Q4	$1.01M	Buy	11,908 +590	+5%	+$50.6K	﹤0.01%	2635
2022 Q3	$890K	Buy	11,318 +150	+1%	+$12.9K	﹤0.01%	2664
2022 Q2	$883K	Buy	11,168 +1,650	+17%	+$144K	﹤0.01%	2693
2022 Q1	$915K	Sell	9,518 -54,842	-85%	-$5.25M	﹤0.01%	2739
2021 Q4	$6.8M	Sell	64,360 -600	-0.9%	-$62.5K	﹤0.01%	1417
2021 Q3	$6.4M	Sell	64,960 -2,806	-4%	-$283K	﹤0.01%	1387
2021 Q2	$6.8M	Buy	67,766 +1,910	+3%	+$190K	﹤0.01%	1343
2021 Q1	$6.4M	Buy	65,856 +33,140	+101%	+$3.16M	﹤0.01%	1287
2020 Q4	$2.92M	Buy	32,716 +2,794	+9%	+$232K	﹤0.01%	1536
2020 Q3	$2.23M	Sell	29,922 -16,048	-35%	-$1.19M	﹤0.01%	1562
2020 Q2	$3.2M	Buy	45,970 +21,912	+91%	+$1.41M	﹤0.01%	1339
2020 Q1	$1.33M	Buy	24,058 +6	+0%	+$408	﹤0.01%	1652
2019 Q4	$1.77M	Buy	24,052 +1,224	+5%	+$87.3K	﹤0.01%	1681
2019 Q3	$1.59M	Sell	22,828 -1,304	-5%	-$91K	﹤0.01%	1676
2019 Q2	$1.69M	Buy	24,132 +2,430	+11%	+$167K	﹤0.01%	1651
2019 Q1	$1.47M	Buy	21,702 +3,024	+16%	+$197K	﹤0.01%	1648
2018 Q4	$1.1M	Buy	+18,678	New	+$1.21M	﹤0.01%	1681

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management's IVOG Position: Q2 2026 in Review

Envestnet Asset Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 57% in Q2 2026, buying an estimated $1.34M and bringing the position to 26,764 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Envestnet Asset Management first reported a position in IVOG in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.8M in Q4 2021. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Envestnet Asset Management held 26,764 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $3.92M as of Q2 2026.
Envestnet Asset Management bought 9,730 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.34M.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2642 holding.
Envestnet Asset Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Envestnet Asset Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.8M in Q4 2021.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.