EH
IVOG icon

Equitable Holdings’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Equitable Holdings’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 		$700K Sell
4,785
-3,206
-40% -$443K ﹤0.01% 1146
2026
Q1 		$961K Buy
7,991
+419
+6% +$53.4K 0.01% 993
2025
Q4 		$910K Sell
7,572
-295
-4% -$35.4K 0.01% 897
2025
Q3 		$940K Sell
7,867
-90
-1% -$10.5K 0.01% 853
2025
Q2 		$899K Buy
7,957
+154
+2% +$16.4K 0.01% 826
2025
Q1 		$805K Buy
7,803
+336
+4% +$37.5K 0.01% 776
2024
Q4 		$841K Buy
7,467
+1,214
+19% +$143K 0.01% 718
2024
Q3 		$717K Buy
6,253
+214
+4% +$23.8K 0.01% 775
2024
Q2 		$662K Sell
6,039
-405
-6% -$44.5K 0.01% 757
2024
Q1 		$731K Buy
6,444
+232
+4% +$24K 0.01% 695
2023
Q4 		$610K Buy
6,212
+2,019
+48% +$185K 0.01% 711
2023
Q3 		$379K Buy
4,193
+336
+9% +$31.6K 0.01% 811
2023
Q2 		$361K Buy
3,857
+764
+25% +$67.8K 0.01% 792
2023
Q1 		$275K Buy
3,093
+675
+28% +$59.7K ﹤0.01% 829
2022
Q4 		$205K Buy
+2,418
New +$207K ﹤0.01% 853
2022
Q3 		– Sell
-3,600
Closed -$285K – 892
2022
Q2 		$285K Buy
3,600
+196
+6% +$17.1K 0.01% 709
2022
Q1 		$327K Buy
3,404
+24
+0.7% +$2.3K 0.01% 694
2021
Q4 		$357K Buy
3,380
+46
+1% +$4.79K 0.01% 656
2021
Q3 		$328K Sell
3,334
-106
-3% -$10.7K 0.01% 645
2021
Q2 		$345K Sell
3,440
-28
-0.8% -$2.79K 0.01% 627
2021
Q1 		$337K Sell
3,468
-1,108
-24% -$106K 0.01% 594
2020
Q4 		$409K Sell
4,576
-2,078
-31% -$172K 0.01% 496
2020
Q3 		$496K Sell
6,654
-3,050
-31% -$225K 0.01% 418
2020
Q2 		$675K Buy
9,704
+20
+0.2% +$1.29K 0.02% 356
2020
Q1 		$534K Sell
9,684
-550
-5% -$37.4K 0.02% 356
2019
Q4 		$752K Buy
+10,234
New +$730K 0.02% 336

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings's IVOG Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 40% in Q2 2026, selling an estimated $443K and leaving 4,785 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Equitable Holdings first reported a position in IVOG in Q4 2019 and has held it in 26 quarters since. The position peaked at $961K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Equitable Holdings held 4,785 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $700K as of Q2 2026.
  • Equitable Holdings sold 3,206 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $443K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1146 holding.
  • Equitable Holdings first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $961K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.