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

Financial Freedom LLC’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 Q3	–	Sell	-2,499	Closed	-$282K	–	363
2025 Q2	$282K	Sell	2,499 -416	-14%	-$44.2K	0.15%	88
2025 Q1	$301K	Sell	2,915 -2,986	-51%	-$334K	0.17%	78
2024 Q4	$665K	Buy	5,901 +1,516	+35%	+$178K	0.35%	52
2024 Q3	$503K	Buy	4,385 +2,929	+201%	+$326K	0.27%	61
2024 Q2	$160K	Buy	1,456 +895	+160%	+$98.3K	0.09%	110
2024 Q1	$63.7K	Hold	561	–	–	0.04%	151
2023 Q4	$55.1K	Buy	561 +6	+1%	+$550	0.04%	152
2023 Q3	$50.1K	Hold	555	–	–	0.04%	152
2023 Q2	$51.9K	Hold	555	–	–	0.04%	148
2023 Q1	$49.3K	Buy	555 +1	+0.2%	+$88	0.04%	151
2022 Q4	$47K	Buy	+554	New	+$47.5K	0.03%	153

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Freedom LLC's IVOG Position: Q3 2025 in Review

Financial Freedom LLC sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2025, closing a stake of 2,499 shares — an estimated $282K sold.

Financial Freedom LLC first reported a position in IVOG in Q4 2022 and held it in 11 quarters. The position peaked at $665K in Q4 2024. 157 funds tracked by Wall St. Rank hold IVOG as of Q3 2025.

Financial Freedom LLC reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Financial Freedom LLC sold 2,499 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $282K.
Financial Freedom LLC first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 11 quarters.
Financial Freedom LLC's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $665K in Q4 2024.
157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Financial Freedom LLC's 13F filing for Q3 2025, filed 13 Nov 2025.