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 Q3	$236K	Hold	1,728	–	–	﹤0.01%	1546
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Global Retirement Partners's IVOG Position: Q3 2026 in Review

Global Retirement Partners held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 1,728 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Global Retirement Partners first reported a position in IVOG in Q3 2017 and has held it in 22 quarters since. The position peaked at $253K in Q2 2026. 165 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Global Retirement Partners held 1,728 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $236K as of Q3 2026.
Global Retirement Partners left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1546 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 22 quarters since.
Global Retirement Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $253K in Q2 2026.
165 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.