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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
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 $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LJI Wealth Management's IVOG Position: Q1 2026 in Review

LJI Wealth Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 3.6% in Q1 2026, buying an estimated $543K and bringing the position to 121,489 shares worth $15.2M. The position accounts for 2.43% of the portfolio, ranked #10.

LJI Wealth Management first reported a position in IVOG in Q4 2022 and has held it in 14 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • LJI Wealth Management held 121,489 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $15.2M as of Q1 2026.
  • LJI Wealth Management bought 4,253 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $543K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 2.43% of LJI Wealth Management's portfolio in Q1 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 14 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.