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EP Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

EP Wealth Advisors’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
Q2 		$107K Buy
+950
New +$101K ﹤0.01% 1373
2025
Q1 		– Sell
-950
Closed -$107K – 1333
2024
Q4 		$107K Hold
950
– – ﹤0.01% 1197
2024
Q3 		$109K Hold
950
– – ﹤0.01% 1132
2024
Q2 		$104K Sell
950
-1,100
-54% -$121K ﹤0.01% 828
2024
Q1 		$233K Buy
2,050
+10
+0.5% +$1.03K ﹤0.01% 701
2023
Q4 		$200K Sell
2,040
-450
-18% -$41.2K ﹤0.01% 717
2023
Q3 		$225K Sell
2,490
-1,303
-34% -$122K ﹤0.01% 631
2023
Q2 		$233K Sell
3,793
-32,907
-90% -$2.92M ﹤0.01% 618
2023
Q1 		$5.57M Buy
36,700
+31,850
+657% +$2.82M 0.1% 125
2022
Q4 		$411K Buy
+4,850
New +$416K 0.01% 416
2022
Q3 		– Sell
-4,250
Closed -$336K – 478
2022
Q2 		$336K Hold
4,250
– – 0.01% 456
2022
Q1 		$409K Hold
4,250
– – 0.01% 422
2021
Q4 		$449K Hold
4,250
– – 0.01% 376
2021
Q3 		$418K Hold
4,250
– – 0.01% 365
2021
Q2 		$427K Hold
4,250
– – 0.01% 366
2021
Q1 		$413K Hold
4,250
– – 0.01% 355
2020
Q4 		$380K Hold
4,250
– – 0.01% 310
2020
Q3 		$317K Buy
+4,250
New +$314K 0.01% 285
2020
Q2 		– Sell
-4,250
Closed -$274K – 308
2020
Q1 		$235K Sell
4,250
-2,824
-40% -$192K 0.01% 332
2019
Q4 		$520K Buy
+7,074
New +$504K 0.02% 272

Other funds holding IVOG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's IVOG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2025: 950 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IVOG as recently as Q4 2024.

EP Wealth Advisors first reported a position in IVOG in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.57M in Q1 2023. 152 funds tracked by Wall St. Rank hold IVOG as of Q2 2025.

  • EP Wealth Advisors held 950 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $107K as of Q2 2025.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new EP Wealth Advisors position in Q2 2025.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1373 holding.
  • EP Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • EP Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $5.57M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.