International Assets Investment Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

International Assets Investment Management’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	$25.1K	Sell	174 -530	-75%	-$73.2K	﹤0.01%	1537
2026 Q1	$89.1K	Buy	704 +530	+305%	+$67.6K	0.01%	1050
2025 Q4	$20.9K	Buy	+174	New	+$20.9K	﹤0.01%	1464
2024 Q3	–	Sell	-1,382	Closed	-$151K	–	2222
2024 Q2	$151K	Buy	+1,382	New	+$152K	0.01%	805
2023 Q1	–	Sell	-5,582	Closed	-$467K	–	1258
2022 Q4	$467K	Buy	+5,582	New	+$479K	0.05%	367
2022 Q1	–	Sell	-3,798	Closed	-$398K	–	534
2021 Q4	$398K	Buy	3,798 +756	+25%	+$78.7K	0.07%	290
2021 Q3	$291K	Buy	3,042 +872	+40%	+$87.8K	0.05%	343
2021 Q2	$205K	Buy	+2,170	New	+$216K	0.04%	429

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

International Assets Investment Management's IVOG Position: Q2 2026 in Review

International Assets Investment Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 75% in Q2 2026, selling an estimated $73.2K and leaving 174 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

International Assets Investment Management first reported a position in IVOG in Q2 2021 and has held it in 8 quarters since. The position peaked at $467K in Q4 2022. 144 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

International Assets Investment Management held 174 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $25.1K as of Q2 2026.
International Assets Investment Management sold 530 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $73.2K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1537 holding.
International Assets Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 8 quarters since.
International Assets Investment Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $467K in Q4 2022.
144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.