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
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 $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's IVOG Position: Q4 2025 in Review

Global Retirement Partners held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q4 2025 at 1,728 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Global Retirement Partners first reported a position in IVOG in Q3 2017 and has held it in 20 quarters since. The position peaked at $253K in Q1 2024. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

Global Retirement Partners held 1,728 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $208K as of Q4 2025.
Global Retirement Partners left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2025.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1459 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 20 quarters since.
Global Retirement Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $253K in Q1 2024.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.