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

Howe & Rusling’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 		– Sell
-314
Closed -$37.5K – 490
2025
Q3 		$37.5K Sell
314
-152
-33% -$17.8K ﹤0.01% 363
2025
Q2 		$52.7K Hold
466
– – ﹤0.01% 345
2025
Q1 		$48.1K Sell
466
-620
-57% -$69.3K ﹤0.01% 328
2024
Q4 		$122K Buy
+1,086
New +$128K 0.01% 276

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
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
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 $714M AUM 21.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's IVOG Position: Q4 2025 in Review

Howe & Rusling sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2025, closing a stake of 314 shares — an estimated $37.5K sold.

Howe & Rusling first reported a position in IVOG in Q4 2024 and held it in 4 quarters. The position peaked at $122K in Q4 2024. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

  • Howe & Rusling reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Howe & Rusling sold 314 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $37.5K.
  • Howe & Rusling first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 4 quarters.
  • Howe & Rusling's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $122K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.