Focus Partners Wealth
IVOG icon

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
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 $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

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

Focus Partners Wealth increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 86% in Q1 2026, buying an estimated $236K and bringing the position to 4,010 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Focus Partners Wealth first reported a position in IVOG in Q4 2024 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Focus Partners Wealth held 4,010 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $535K as of Q1 2026.
  • Focus Partners Wealth bought 1,852 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $236K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1889 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 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.