LJI Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

LJI Wealth Management’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	$14.7M	Sell	100,227 -21,262	-18%	-$2.94M	2.05%	10
2026 Q1	$15.2M	Buy	121,489 +4,253	+4%	+$543K	2.43%	10
2025 Q4	$14.1M	Buy	117,236 +5,000	+4%	+$600K	2.15%	11
2025 Q3	$13.4M	Sell	112,236 -1,739	-2%	-$204K	2.34%	11
2025 Q2	$12.9M	Buy	113,975 +12,026	+12%	+$1.28M	2.24%	12
2025 Q1	$10.5M	Buy	101,949 +4,603	+5%	+$514K	2.09%	12
2024 Q4	$11M	Buy	97,346 +1,749	+2%	+$205K	2.16%	12
2024 Q3	$11M	Buy	95,597 +4,352	+5%	+$484K	2.24%	12
2024 Q2	$10M	Buy	91,245 +4,145	+5%	+$455K	2.21%	12
2024 Q1	$9.88M	Buy	87,100 +2,649	+3%	+$274K	2.56%	11
2023 Q4	$8.3M	Buy	84,451 +1,772	+2%	+$162K	2.15%	12
2023 Q3	$7.47M	Buy	82,679 +3,811	+5%	+$358K	2.15%	12
2023 Q2	$7.37M	Buy	78,868 +1,947	+3%	+$173K	2.15%	12
2023 Q1	$6.83M	Buy	76,921 +3,805	+5%	+$337K	2.16%	12
2022 Q4	$6.19M	Buy	+73,116	New	+$6.27M	2.17%	11

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

LJI Wealth Management's IVOG Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 18% in Q2 2026, selling an estimated $2.94M and leaving 100,227 shares worth $14.7M. The position accounts for 2.05% of the portfolio, ranked #10.

LJI Wealth Management first reported a position in IVOG in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

LJI Wealth Management held 100,227 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $14.7M as of Q2 2026.
LJI Wealth Management sold 21,262 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.94M.
Vanguard S&P Mid-Cap 400 Growth ETF made up 2.05% of LJI Wealth Management's portfolio in Q2 2026, its #10 holding.
LJI Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $15.2M 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 LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.