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

Focus Partners Wealth’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	$466K	Sell	3,186 -824	-21%	-$114K	﹤0.01%	1999
2026 Q1	$535K	Buy	4,010 +1,852	+86%	+$236K	﹤0.01%	1889
2025 Q4	$259K	Buy	+2,158	New	+$259K	﹤0.01%	2306
2025 Q3	–	Sell	-1,807	Closed	-$204K	–	2258
2025 Q2	$204K	Buy	+1,807	New	+$192K	﹤0.01%	1868
2025 Q1	–	Sell	-1,910	Closed	-$215K	–	1979
2024 Q4	$215K	Buy	+1,910	New	+$224K	﹤0.01%	1694

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's IVOG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 21% in Q2 2026, selling an estimated $114K and leaving 3,186 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Focus Partners Wealth first reported a position in IVOG in Q4 2024 and has held it in 5 quarters since. The position peaked at $535K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Focus Partners Wealth held 3,186 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $466K as of Q2 2026.
Focus Partners Wealth sold 824 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $114K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1999 holding.
Focus Partners Wealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 5 quarters since.
Focus Partners Wealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $535K 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.