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

Global Retirement 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 Q2	$253K	Buy	+1,728	New	+$239K	﹤0.01%	1433
2025 Q4	$208K	Hold	1,728	–	–	﹤0.01%	1459
2025 Q3	$206K	Hold	1,728	–	–	﹤0.01%	1164
2025 Q2	$195K	Buy	+1,728	New	+$184K	﹤0.01%	1107
2024 Q4	$195K	Sell	1,728 -300	-15%	-$35.2K	0.01%	963
2024 Q3	$232K	Hold	2,028	–	–	0.01%	866
2024 Q2	$222K	Sell	2,028 -200	-9%	-$22K	0.01%	847
2024 Q1	$253K	Buy	2,228 +300	+16%	+$31K	0.01%	712
2023 Q4	$186K	Buy	1,928 +200	+12%	+$18.3K	0.01%	781
2023 Q3	$153K	Hold	1,728	–	–	0.01%	777
2023 Q2	$162K	Hold	1,728	–	–	0.01%	775
2023 Q1	$151K	Buy	+1,728	New	+$153K	0.01%	780
2019 Q4	–	Sell	-48	Closed	-$3K	–	1665
2019 Q3	$3K	Sell	48 -454	-90%	-$31.7K	﹤0.01%	1392
2019 Q2	$35K	Hold	502	–	–	0.01%	704
2019 Q1	$34K	Hold	502	–	–	0.01%	656
2018 Q4	$30K	Buy	502 +6	+1%	+$390	0.01%	630
2018 Q3	$36K	Buy	496 +448	+933%	+$32.2K	0.01%	644
2018 Q2	$3K	Hold	48	–	–	﹤0.01%	1308
2018 Q1	$3K	Hold	48	–	–	﹤0.01%	1264
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	1229
2017 Q3	$3K	Buy	+48	New	+$2.93K	﹤0.01%	1092

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

Global Retirement Partners's IVOG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026: 1,728 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IVOG as recently as Q4 2025.

Global Retirement Partners first reported a position in IVOG in Q3 2017 and has held it in 21 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Global Retirement Partners held 1,728 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $253K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1433 holding.
Global Retirement Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 21 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.