IA
IVOG icon

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

IFG 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
Q1 		$314K Hold
2,508
– – 0.05% 113
2025
Q4 		$301K Hold
2,508
– – 0.05% 120
2025
Q3 		$300K Hold
2,508
– – 0.05% 122
2025
Q2 		$283K Hold
2,508
– – 0.05% 132
2025
Q1 		$259K Hold
2,508
– – 0.05% 127
2024
Q4 		$283K Hold
2,508
– – 0.06% 121
2024
Q3 		$287K Hold
2,508
– – 0.06% 114
2024
Q2 		$275K Hold
2,508
– – 0.06% 114
2024
Q1 		$285K Hold
2,508
– – 0.07% 109
2023
Q4 		$246K Hold
2,508
– – 0.07% 109
2023
Q3 		$226K Hold
2,508
– – 0.08% 109
2023
Q2 		$234K Hold
2,508
– – 0.08% 111
2023
Q1 		$223K Hold
2,508
– – 0.09% 112
2022
Q4 		$212K Buy
+2,508
New +$215K 0.09% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return