Integrated Capital Management (Michigan)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Integrated Capital Management (Michigan)’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	$749K	Sell	5,993 -25,909	-81%	-$3.3M	0.32%	27
2025 Q4	$3.83M	Buy	31,902 +855	+3%	+$103K	1.65%	12
2025 Q3	$3.79M	Sell	31,047 -2,405	-7%	-$282K	1.67%	12
2025 Q2	$3.83M	Buy	33,452 +3,939	+13%	+$419K	1.84%	14
2025 Q1	$3.04M	Buy	29,513 +1,156	+4%	+$129K	1.68%	14
2024 Q4	$3.2M	Buy	+28,357	New	+$3.33M	1.7%	14

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Capital Management (Michigan)'s IVOG Position: Q1 2026 in Review

Integrated Capital Management (Michigan) reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 81% in Q1 2026, selling an estimated $3.3M and leaving 5,993 shares worth $749K. The position accounts for 0.32% of the portfolio, ranked #27.

Integrated Capital Management (Michigan) first reported a position in IVOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.83M in Q4 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Integrated Capital Management (Michigan) held 5,993 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $749K as of Q1 2026.
Integrated Capital Management (Michigan) sold 25,909 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $3.3M.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.32% of Integrated Capital Management (Michigan)'s portfolio in Q1 2026, its #27 holding.
Integrated Capital Management (Michigan) first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Integrated Capital Management (Michigan)'s Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $3.83M in Q4 2025.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q1 2026, filed 17 Apr 2026.