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 Q2	–	Sell	-307	Closed	-$38.4K	–	1950
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 $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

Mather Group's IVOG Position: Q2 2026 in Review

Mather Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 307 shares — an estimated $38.4K sold.

Mather Group first reported a position in IVOG in Q1 2024 and held it in 7 quarters. The position peaked at $62.6K in Q1 2024. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Mather Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Mather Group sold 307 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $38.4K.
Mather Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 7 quarters.
Mather Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $62.6K in Q1 2024.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.