LPL Financial
IVOG icon

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

LPL Financial’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 		$16.1M Sell
128,414
-11,562
-8% -$1.47M ﹤0.01% 1630
2025
Q4 		$16.8M Sell
139,976
-16,529
-11% -$1.98M ﹤0.01% 1521
2025
Q3 		$18.7M Sell
156,505
-23,080
-13% -$2.71M 0.01% 1407
2025
Q2 		$20.3M Buy
179,585
+20,358
+13% +$2.16M 0.01% 1238
2025
Q1 		$16.4M Sell
159,227
-15,442
-9% -$1.73M 0.01% 1274
2024
Q4 		$19.7M Buy
174,669
+1,395
+0.8% +$164K 0.01% 1096
2024
Q3 		$19.9M Buy
173,274
+12,654
+8% +$1.41M 0.01% 1041
2024
Q2 		$17.6M Buy
160,620
+6,983
+5% +$767K 0.01% 1028
2024
Q1 		$17.4M Buy
153,637
+26,284
+21% +$2.72M 0.01% 1004
2023
Q4 		$12.5M Buy
127,353
+12,626
+11% +$1.16M 0.01% 1117
2023
Q3 		$10.4M Buy
114,727
+14,658
+15% +$1.38M 0.01% 1144
2023
Q2 		$9.36M Sell
100,069
-248
-0.2% -$22K 0.01% 1178
2023
Q1 		$8.91M Buy
100,317
+7,971
+9% +$705K 0.01% 1164
2022
Q4 		$7.82M Buy
92,346
+6,582
+8% +$564K 0.01% 1179
2022
Q3 		$6.75M Buy
85,764
+2,040
+2% +$175K 0.01% 1173
2022
Q2 		$6.62M Buy
83,724
+13,898
+20% +$1.21M 0.01% 1212
2022
Q1 		$6.72M Buy
69,826
+15,140
+28% +$1.45M 0.01% 1262
2021
Q4 		$5.78M Sell
54,686
-8,142
-13% -$848K ﹤0.01% 1368
2021
Q3 		$6.19M Sell
62,828
-9,588
-13% -$966K 0.01% 1253
2021
Q2 		$7.27M Buy
72,416
+718
+1% +$71.4K 0.01% 1092
2021
Q1 		$6.97M Buy
71,698
+16,918
+31% +$1.61M 0.01% 1025
2020
Q4 		$4.9M Buy
54,780
+15,236
+39% +$1.26M 0.01% 1134
2020
Q3 		$2.95M Buy
39,544
+5,024
+15% +$371K ﹤0.01% 1242
2020
Q2 		$2.4M Sell
34,520
-1,722
-5% -$111K ﹤0.01% 1260
2020
Q1 		$2M Buy
36,242
+5,502
+18% +$374K ﹤0.01% 1193
2019
Q4 		$2.26M Sell
30,740
-4,292
-12% -$306K ﹤0.01% 1277
2019
Q3 		$2.44M Sell
35,032
-96,624
-73% -$6.75M 0.01% 1134
2019
Q2 		$9.24M Sell
131,656
-3,034
-2% -$208K 0.02% 547
2019
Q1 		$9.12M Buy
134,690
+8,092
+6% +$527K 0.02% 542
2018
Q4 		$7.46M Buy
126,598
+12,490
+11% +$811K 0.02% 551
2018
Q3 		$8.25M Buy
114,108
+13,912
+14% +$1M 0.02% 560
2018
Q2 		$6.98M Buy
100,196
+7,314
+8% +$505K 0.02% 588
2018
Q1 		$6.27M Sell
92,882
-28,074
-23% -$1.91M 0.02% 609
2017
Q4 		$8.05M Sell
120,956
-2,314
-2% -$151K 0.02% 476
2017
Q3 		$7.73M Buy
123,270
+592
+0.5% +$36.1K 0.03% 452
2017
Q2 		$7.46M Buy
122,678
+5,114
+4% +$307K 0.03% 440
2017
Q1 		$6.9M Buy
117,564
+38,530
+49% +$2.24M 0.05% 332
2016
Q4 		$4.45M Buy
79,034
+11,424
+17% +$623K 0.03% 453
2016
Q3 		$3.62M Buy
67,610
+32,272
+91% +$1.75M 0.03% 500
2016
Q2 		$1.84M Sell
35,338
-4,126
-10% -$211K 0.02% 805
2016
Q1 		$1.95M Sell
39,464
-6,168
-14% -$289K 0.01% 1218
2015
Q4 		$2.22M Buy
45,632
+24,220
+113% +$1.22M 0.01% 1108
2015
Q3 		$1.07M Buy
21,412
+5,230
+32% +$269K 0.01% 1202
2015
Q2 		$847K Buy
16,182
+1,132
+8% +$59.7K ﹤0.01% 1491
2015
Q1 		$788K Buy
15,050
+3,304
+28% +$168K ﹤0.01% 1532
2014
Q4 		$577K Sell
11,746
-1,502
-11% -$71.9K ﹤0.01% 1683
2014
Q3 		$611K Buy
13,248
+1,814
+16% +$86.6K ﹤0.01% 1632
2014
Q2 		$554K Buy
11,434
+728
+7% +$33.8K ﹤0.01% 1730
2014
Q1 		$504K Buy
10,706
+318
+3% +$14.7K ﹤0.01% 1739
2013
Q4 		$479K Buy
10,388
+1,554
+18% +$69K ﹤0.01% 1758
2013
Q3 		$384K Sell
8,834
-712
-7% -$29.8K ﹤0.01% 1829
2013
Q2 		$378K Buy
+9,546
New +$379K ﹤0.01% 1749

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

LPL Financial's IVOG Position: Q1 2026 in Review

LPL Financial reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 8.3% in Q1 2026, selling an estimated $1.47M and leaving 128,414 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

LPL Financial first reported a position in IVOG in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.3M in Q2 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • LPL Financial held 128,414 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $16.1M as of Q1 2026.
  • LPL Financial sold 11,562 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.47M.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1630 holding.
  • LPL Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $20.3M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.