FSA
IVOG icon

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

Financial Security Advisor’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 		$527K Hold
4,215
– – 0.1% 86
2025
Q4 		$507K Buy
4,215
+25
+0.6% +$3K 0.1% 82
2025
Q3 		$501K Hold
4,190
– – 0.11% 77
2025
Q2 		$474K Hold
4,190
– – 0.11% 74
2025
Q1 		$432K Hold
4,190
– – 0.11% 70
2024
Q4 		$472K Buy
4,190
+31
+0.7% +$3.64K 0.12% 66
2024
Q3 		$477K Hold
4,159
– – 0.12% 65
2024
Q2 		$456K Buy
+4,159
New +$457K 0.15% 60

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 $431B 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 $954M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return