HighTower Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

HighTower Advisors’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	$1.81M	Sell	12,404 -4	-0%	-$552	﹤0.01%	1836
2026 Q1	$1.55M	Sell	12,408 -511	-4%	-$65.2K	﹤0.01%	1872
2025 Q4	$1.55M	Sell	12,919 -2,424	-16%	-$291K	﹤0.01%	1823
2025 Q3	$1.83M	Buy	15,343 +455	+3%	+$53.3K	﹤0.01%	1683
2025 Q2	$1.68M	Sell	14,888 -367	-2%	-$39K	﹤0.01%	1664
2025 Q1	$1.57M	Sell	15,255 -974	-6%	-$109K	﹤0.01%	1652
2024 Q4	$1.83M	Sell	16,229 -4,608	-22%	-$541K	﹤0.01%	1568
2024 Q3	$2.39M	Sell	20,837 -87	-0.4%	-$9.68K	﹤0.01%	1409
2024 Q2	$2.29M	Sell	20,924 -602	-3%	-$66.1K	﹤0.01%	1369
2024 Q1	$2.44M	Sell	21,526 -61	-0.3%	-$6.31K	﹤0.01%	1332
2023 Q4	$2.12M	Buy	21,587 +17,152	+387%	+$1.57M	﹤0.01%	1403
2023 Q3	$400K	Buy	4,435 +600	+16%	+$56.3K	﹤0.01%	2383
2023 Q2	$358K	Hold	3,835	–	–	﹤0.01%	2432
2023 Q1	$340K	Sell	3,835 -1	-0%	-$88	﹤0.01%	2373
2022 Q4	$324K	Buy	+3,836	New	+$329K	﹤0.01%	2413
2022 Q2	–	Sell	-2,368	Closed	-$228K	–	3396
2022 Q1	$228K	Buy	2,368 +60	+3%	+$5.74K	﹤0.01%	2728
2021 Q4	$244K	Hold	2,308	–	–	﹤0.01%	2615
2021 Q3	$226K	Hold	2,308	–	–	﹤0.01%	2622
2021 Q2	$231K	Hold	2,308	–	–	﹤0.01%	2565
2021 Q1	$225K	Buy	+2,308	New	+$220K	﹤0.01%	2505
2020 Q4	–	Sell	-3,550	Closed	-$264K	–	2721
2020 Q3	$264K	Hold	3,550	–	–	﹤0.01%	1903
2020 Q2	$247K	Buy	+3,550	New	+$229K	﹤0.01%	1854
2020 Q1	–	Sell	-3,550	Closed	-$261K	–	2369
2019 Q4	$261K	Buy	+3,550	New	+$253K	﹤0.01%	1805

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

HighTower Advisors's IVOG Position: Q2 2026 in Review

HighTower Advisors reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.03% in Q2 2026, selling an estimated $552 and leaving 12,404 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

HighTower Advisors first reported a position in IVOG in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.44M in Q1 2024. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

HighTower Advisors held 12,404 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.81M as of Q2 2026.
HighTower Advisors sold 4 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $552.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1836 holding.
HighTower Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 23 quarters since.
HighTower Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $2.44M in Q1 2024.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.