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

Lauterbach Financial Advisors’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
2025
Q4 		– Sell
-6,125
Closed -$732K – 82
2025
Q3 		$732K Hold
6,125
– – 0.37% 35
2025
Q2 		$692K Hold
6,125
– – 0.38% 35
2025
Q1 		$632K Buy
+6,125
New +$684K 0.39% 34

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lauterbach Financial Advisors's IVOG Position: Q4 2025 in Review

Lauterbach Financial Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2025, closing a stake of 6,125 shares — an estimated $732K sold.

Lauterbach Financial Advisors first reported a position in IVOG in Q1 2025 and held it in 3 quarters. The position peaked at $732K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

  • Lauterbach Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 6,125 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $732K.
  • Lauterbach Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2025 and held it in 3 quarters.
  • Lauterbach Financial Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $732K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Lauterbach Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.