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

MAI Capital 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	$323K	Sell	2,211 -107	-5%	-$14.8K	﹤0.01%	1546
2026 Q1	$290K	Hold	2,318	–	–	﹤0.01%	1293
2025 Q4	$279K	Sell	2,318 -133	-5%	-$16K	﹤0.01%	1178
2025 Q3	$293K	Buy	2,451 +1,242	+103%	+$146K	﹤0.01%	1111
2025 Q2	$137K	Sell	1,209 -58	-5%	-$6.17K	﹤0.01%	1347
2025 Q1	$131K	Sell	1,267 -635	-33%	-$70.9K	﹤0.01%	1291
2024 Q4	$214K	Buy	+1,902	New	+$223K	﹤0.01%	1119

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

MAI Capital Management's IVOG Position: Q2 2026 in Review

MAI Capital Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 4.6% in Q2 2026, selling an estimated $14.8K and leaving 2,211 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

MAI Capital Management first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

MAI Capital Management held 2,211 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $323K as of Q2 2026.
MAI Capital Management sold 107 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14.8K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1546 holding.
MAI Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.