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

Lindbrook Capital’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 Q1	$36.1K	Hold	350	–	–	﹤0.01%	1127
2024 Q4	$39.4K	Hold	350	–	–	﹤0.01%	920
2024 Q3	$40.1K	Hold	350	–	–	﹤0.01%	928
2024 Q2	$38.3K	Hold	350	–	–	﹤0.01%	907
2024 Q1	$39.7K	Hold	350	–	–	﹤0.01%	877
2023 Q4	$34.4K	Hold	350	–	–	﹤0.01%	912
2023 Q3	$31.6K	Sell	350 -1,330	-79%	-$125K	﹤0.01%	850
2023 Q2	$157K	Hold	1,680	–	–	0.02%	386
2023 Q1	$149K	Hold	1,680	–	–	0.02%	379
2022 Q4	$142K	Hold	1,680	–	–	0.02%	405
2022 Q3	$132K	Hold	1,680	–	–	0.02%	372
2022 Q2	$133K	Buy	1,680 +30	+2%	+$2.62K	0.02%	377
2022 Q1	$159K	Buy	1,650 +70	+4%	+$6.7K	0.02%	346
2021 Q4	$167K	Buy	+1,580	New	+$165K	0.03%	350

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lindbrook Capital's IVOG Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2025 at 350 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Lindbrook Capital first reported a position in IVOG in Q4 2021 and has held it in 14 quarters since. The position peaked at $167K in Q4 2021. 137 funds tracked by Wall St. Rank hold IVOG as of Q1 2025.

Lindbrook Capital held 350 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $36.1K as of Q1 2025.
Lindbrook Capital left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2025.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1127 holding.
Lindbrook Capital first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $167K in Q4 2021.
137 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.