Envestnet Asset Management
IVOG icon

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
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 $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

Envestnet Asset Management's IVOG Position: Q1 2026 in Review

Envestnet Asset Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 21% in Q1 2026, buying an estimated $376K and bringing the position to 17,034 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Envestnet Asset Management first reported a position in IVOG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.8M in Q4 2021. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Envestnet Asset Management held 17,034 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.13M as of Q1 2026.
  • Envestnet Asset Management bought 2,948 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $376K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2972 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 30 quarters since.
  • Envestnet Asset Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.8M in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.