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

Ethos Financial 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 		$856K Buy
6,843
+128
+2% +$16.3K 0.06% 227
2025
Q4 		$807K Buy
+6,715
New +$806K 0.06% 229

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

Ethos Financial Group's IVOG Position: Q1 2026 in Review

Ethos Financial Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.9% in Q1 2026, buying an estimated $16.3K and bringing the position to 6,843 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #227.

Ethos Financial Group first reported a position in IVOG in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Ethos Financial Group held 6,843 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $856K as of Q1 2026.
  • Ethos Financial Group bought 128 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $16.3K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.06% of Ethos Financial Group's portfolio in Q1 2026, its #227 holding.
  • Ethos Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.