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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
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 $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

MAI Capital Management's IVOG Position: Q1 2026 in Review

MAI Capital Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 2,318 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

MAI Capital Management first reported a position in IVOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $293K in Q3 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • MAI Capital Management held 2,318 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $290K as of Q1 2026.
  • MAI Capital Management left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1293 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 6 quarters since.
  • MAI Capital Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $293K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.