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

Mather Group’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 		$38.4K Buy
+307
New +$39.2K ﹤0.01% 1118
2025
Q4 		– Sell
-321
Closed -$38.4K – 1147
2025
Q3 		$38.4K Buy
+321
New +$37.6K ﹤0.01% 972
2025
Q2 		– Sell
-321
Closed -$33.1K – 1167
2025
Q1 		$33.1K Hold
321
– – ﹤0.01% 970
2024
Q4 		$36.2K Sell
321
-52
-14% -$6.11K ﹤0.01% 938
2024
Q3 		$42.8K Sell
373
-119
-24% -$13.2K ﹤0.01% 912
2024
Q2 		$55.8K Sell
492
-145
-23% -$15.9K ﹤0.01% 969
2024
Q1 		$62.6K Buy
+637
New +$65.9K ﹤0.01% 827

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

Mather Group's IVOG Position: Q1 2026 in Review

Mather Group opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026: 307 shares worth $38.4K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Mather Group previously reported a position in IVOG as recently as Q3 2025.

Mather Group first reported a position in IVOG in Q1 2024 and has held it in 7 quarters since. The position peaked at $62.6K in Q1 2024. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Mather Group held 307 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $38.4K as of Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF was a new Mather Group position in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1118 holding.
  • Mather Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $62.6K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.