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

Krilogy Financial’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 Q3	$524K	Buy	3,778 +49	+1%	+$6.92K	0.01%	652
2026 Q2	$546K	Buy	3,729 +998	+37%	+$138K	0.02%	607
2026 Q1	$365K	Buy	+2,731	New	+$348K	0.01%	680

Other funds holding IVOG

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Krilogy Financial's IVOG Position: Q3 2026 in Review

Krilogy Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.3% in Q3 2026, buying an estimated $6.92K and bringing the position to 3,778 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #652.

Krilogy Financial first reported a position in IVOG in Q1 2026 and has held it in 3 quarters since. The position peaked at $546K in Q2 2026. 25 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Krilogy Financial held 3,778 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $524K as of Q3 2026.
Krilogy Financial bought 49 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $6.92K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #652 holding.
Krilogy Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 3 quarters since.
Krilogy Financial's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $546K in Q2 2026.
25 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.