Key Financial Inc’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Key Financial Inc’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	$42.9K	Sell	293 -63	-18%	-$8.7K	0.01%	569
2026 Q1	$44.5K	Hold	356	–	–	0.01%	556
2025 Q4	$42.8K	Hold	356	–	–	0.01%	551
2025 Q3	$42.6K	Hold	356	–	–	0.01%	557
2025 Q2	$40.2K	Hold	356	–	–	0.01%	543
2025 Q1	$36.7K	Hold	356	–	–	0.01%	530
2024 Q4	$40.1K	Hold	356	–	–	0.01%	516
2024 Q3	$40.8K	Hold	356	–	–	0.01%	511
2024 Q2	$39K	Hold	356	–	–	0.01%	504
2024 Q1	$40.4K	Buy	+356	New	+$36.8K	0.01%	473

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Financial Inc's IVOG Position: Q2 2026 in Review

Key Financial Inc reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 18% in Q2 2026, selling an estimated $8.7K and leaving 293 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #569.

Key Financial Inc first reported a position in IVOG in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.5K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Key Financial Inc held 293 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $42.9K as of Q2 2026.
Key Financial Inc sold 63 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.7K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #569 holding.
Key Financial Inc first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Key Financial Inc's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $44.5K in Q1 2026.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.