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

Montag & Associates’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 		$1.26M Sell
10,116
-1,189
-11% -$152K 0.06% 216
2025
Q4 		$1.36M Hold
11,305
– – 0.06% 201
2025
Q3 		$1.35M Sell
11,305
-1,485
-12% -$174K 0.06% 206
2025
Q2 		$1.45M Sell
12,790
-85
-0.7% -$9.04K 0.07% 198
2025
Q1 		$1.33M Hold
12,875
– – 0.07% 206
2024
Q4 		$1.45M Buy
12,875
+1,545
+14% +$181K 0.07% 211
2024
Q3 		$1.3M Sell
11,330
-1,381
-11% -$154K 0.06% 221
2024
Q2 		$1.39M Sell
12,711
-270
-2% -$29.6K 0.07% 202
2024
Q1 		$1.47M Buy
12,981
+885
+7% +$91.6K 0.07% 209
2023
Q4 		$1.19M Buy
12,096
+2,480
+26% +$227K 0.07% 206
2023
Q3 		$868K Buy
+9,616
New +$903K 0.05% 233
2023
Q1 		– Sell
-20
Closed -$1.69K – 945
2022
Q4 		$1.69K Hold
20
– – ﹤0.01% 874
2022
Q3 		$2K Hold
20
– – ﹤0.01% 813
2022
Q2 		$2K Hold
20
– – ﹤0.01% 769
2022
Q1 		$2K Hold
20
– – ﹤0.01% 783
2021
Q4 		$2K Hold
20
– – ﹤0.01% 797
2021
Q3 		$2K Hold
20
– – ﹤0.01% 794
2021
Q2 		$2K Hold
20
– – ﹤0.01% 786
2021
Q1 		$2K Buy
+20
New +$1.91K ﹤0.01% 792

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

Montag & Associates's IVOG Position: Q1 2026 in Review

Montag & Associates reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 11% in Q1 2026, selling an estimated $152K and leaving 10,116 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #216.

Montag & Associates first reported a position in IVOG in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q1 2024. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Montag & Associates held 10,116 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.26M as of Q1 2026.
  • Montag & Associates sold 1,189 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $152K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.06% of Montag & Associates's portfolio in Q1 2026, its #216 holding.
  • Montag & Associates first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • Montag & Associates's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.47M 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 Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.