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

Larson Financial Group’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	$127	Hold	1	–	–	﹤0.01%	3499
2025 Q4	$122	Hold	1	–	–	﹤0.01%	3317
2025 Q3	$120	Hold	1	–	–	﹤0.01%	3309
2025 Q2	$114	Hold	1	–	–	﹤0.01%	3143
2025 Q1	$104	Hold	1	–	–	﹤0.01%	2905
2024 Q4	$114	Hold	1	–	–	﹤0.01%	2577
2024 Q3	$115	Buy	+1	New	+$111	﹤0.01%	2509
2022 Q1	–	Sell	-222	Closed	-$23K	–	1108
2021 Q4	$23K	Hold	222	–	–	﹤0.01%	516
2021 Q3	$22K	Hold	222	–	–	﹤0.01%	445
2021 Q2	$22K	Hold	222	–	–	0.01%	421
2021 Q1	$22K	Hold	222	–	–	0.01%	392
2020 Q4	$20K	Hold	222	–	–	0.01%	372
2020 Q3	$17K	Hold	222	–	–	0.01%	357
2020 Q2	$15K	Buy	+222	New	+$14.3K	0.01%	321

Other funds holding IVOG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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