Kestra Advisory Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Kestra Advisory Services’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	$8.05M	Buy	64,402 +630	+1%	+$80.4K	0.03%	548
2025 Q4	$7.67M	Buy	63,772 +1,497	+2%	+$180K	0.03%	521
2025 Q3	$7.44M	Sell	62,275 -2,241	-3%	-$263K	0.03%	505
2025 Q2	$7.29M	Buy	64,516 +2,547	+4%	+$271K	0.04%	480
2025 Q1	$6.39M	Buy	61,969 +562	+0.9%	+$62.8K	0.03%	488
2024 Q4	$6.92M	Sell	61,407 -1,492	-2%	-$175K	0.04%	462
2024 Q3	$7.21M	Sell	62,899 -1,846	-3%	-$205K	0.04%	468
2024 Q2	$6.98M	Sell	64,745 -1,072	-2%	-$118K	0.04%	479
2024 Q1	$7.47M	Sell	65,817 -1,539	-2%	-$159K	0.05%	392
2023 Q4	$6.62M	Sell	67,356 -2,791	-4%	-$256K	0.05%	370
2023 Q3	$6.33M	Buy	70,147 +1,001	+1%	+$94K	0.06%	323
2023 Q2	$6.46M	Sell	69,146 -1,011	-1%	-$89.7K	0.06%	311
2023 Q1	$6.23M	Sell	70,157 -749	-1%	-$66.3K	0.07%	294
2022 Q4	$6M	Sell	70,906 -510	-0.7%	-$43.7K	0.05%	372
2022 Q3	$5.62M	Sell	71,416 -5,346	-7%	-$459K	0.06%	343
2022 Q2	$6.07M	Sell	76,762 -742	-1%	-$64.7K	0.06%	319
2022 Q1	$7.45M	Sell	77,504 -414	-0.5%	-$39.6K	0.08%	282
2021 Q4	$8.24M	Sell	77,918 -680	-0.9%	-$70.8K	0.08%	262
2021 Q3	$7.74M	Buy	78,598 +5,068	+7%	+$510K	0.08%	285
2021 Q2	$7.38M	Buy	73,530 +76	+0.1%	+$7.56K	0.08%	265
2021 Q1	$7.14M	Sell	73,454 -3,456	-4%	-$330K	0.09%	253
2020 Q4	$6.87M	Buy	76,910 +4,106	+6%	+$340K	0.08%	273
2020 Q3	$5.43M	Buy	+72,804	New	+$5.38M	0.1%	233

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

Kestra Advisory Services's IVOG Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.99% in Q1 2026, buying an estimated $80.4K and bringing the position to 64,402 shares worth $8.05M. The position accounts for 0.03% of the portfolio, ranked #548.

Kestra Advisory Services first reported a position in IVOG in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.24M in Q4 2021. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Kestra Advisory Services held 64,402 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $8.05M as of Q1 2026.
Kestra Advisory Services bought 630 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $80.4K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #548 holding.
Kestra Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $8.24M in Q4 2021.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.