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

Moneta Group Investment Advisors’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	$26.9M	Buy	215,514 +42,858	+25%	+$5.47M	0.2%	61
2025 Q4	$20.8M	Buy	172,656 +23,031	+15%	+$2.76M	0.16%	69
2025 Q3	$17.9M	Buy	149,625 +20,796	+16%	+$2.44M	0.14%	78
2025 Q2	$14.6M	Buy	128,829 +79,231	+160%	+$8.42M	0.17%	74
2025 Q1	$5.12M	Buy	49,598 +4,954	+11%	+$553K	0.07%	130
2024 Q4	$5.03M	Buy	44,644 +32,049	+254%	+$3.76M	0.07%	128
2024 Q3	$1.44M	Buy	12,595 +5,691	+82%	+$633K	0.02%	242
2024 Q2	$756K	Buy	6,904 +181	+3%	+$19.9K	0.01%	312
2024 Q1	$763K	Hold	6,723	–	–	0.01%	301
2023 Q4	$660K	Buy	6,723 +3,806	+130%	+$349K	0.01%	293
2023 Q3	$263K	Buy	+2,917	New	+$274K	0.01%	432

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Moneta Group Investment Advisors's IVOG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 25% in Q1 2026, buying an estimated $5.47M and bringing the position to 215,514 shares worth $26.9M. The position accounts for 0.2% of the portfolio, ranked #61.

Moneta Group Investment Advisors first reported a position in IVOG in Q3 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Moneta Group Investment Advisors held 215,514 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $26.9M as of Q1 2026.
Moneta Group Investment Advisors bought 42,858 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $5.47M.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.2% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #61 holding.
Moneta Group Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 11 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.