FWP
IVOG icon

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

FAS Wealth Partners’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 		$15.6K Buy
+125
New +$15.9K ﹤0.01% 445
2021
Q3 		– Sell
-350
Closed -$35K – 402
2021
Q2 		$35K Buy
+350
New +$34.8K ﹤0.01% 332
2020
Q1 		– Sell
-138
Closed -$10K – 305
2019
Q4 		$10K Buy
+138
New +$9.84K ﹤0.01% 272

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

FAS Wealth Partners's IVOG Position: Q1 2026 in Review

FAS Wealth Partners opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026: 125 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: FAS Wealth Partners previously reported a position in IVOG as recently as Q2 2021.

FAS Wealth Partners first reported a position in IVOG in Q4 2019 and has held it in 3 quarters since. The position peaked at $35K in Q2 2021. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • FAS Wealth Partners held 125 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $15.6K as of Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new FAS Wealth Partners position in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #445 holding.
  • FAS Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • FAS Wealth Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $35K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.