Morgan Stanley
IVOG icon

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

Morgan Stanley’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 		$30.5M Buy
244,095
+49,147
+25% +$6.27M ﹤0.01% 2566
2025
Q4 		$23.4M Buy
194,948
+17,286
+10% +$2.07M ﹤0.01% 2780
2025
Q3 		$21.2M Buy
177,662
+8,119
+5% +$952K ﹤0.01% 2836
2025
Q2 		$19.2M Buy
169,543
+38,954
+30% +$4.14M ﹤0.01% 2852
2025
Q1 		$13.5M Buy
130,589
+16,929
+15% +$1.89M ﹤0.01% 3069
2024
Q4 		$12.8M Sell
113,660
-21,677
-16% -$2.55M ﹤0.01% 3179
2024
Q3 		$15.5M Buy
135,337
+3,429
+3% +$382K ﹤0.01% 3052
2024
Q2 		$14.4M Buy
131,908
+61,123
+86% +$6.71M ﹤0.01% 3012
2024
Q1 		$8.03M Sell
70,785
-57,731
-45% -$5.97M ﹤0.01% 3515
2023
Q4 		$12.6M Buy
128,516
+52,125
+68% +$4.77M ﹤0.01% 3731
2023
Q3 		$6.9M Sell
76,391
-55,183
-42% -$5.18M ﹤0.01% 3467
2023
Q2 		$12.3M Sell
131,574
-2,128
-2% -$189K ﹤0.01% 2966
2023
Q1 		$11.9M Sell
133,702
-44,508
-25% -$3.94M ﹤0.01% 2981
2022
Q4 		$15.1M Buy
178,210
+112,416
+171% +$9.64M ﹤0.01% 2627
2022
Q3 		$5.18M Sell
65,794
-4,668
-7% -$401K ﹤0.01% 3656
2022
Q2 		$5.57M Buy
70,462
+9,210
+15% +$803K ﹤0.01% 3668
2022
Q1 		$5.89M Sell
61,252
-21,984
-26% -$2.1M ﹤0.01% 3508
2021
Q4 		$8.8M Sell
83,236
-37,738
-31% -$3.93M ﹤0.01% 3088
2021
Q3 		$11.9M Buy
120,974
+46,492
+62% +$4.68M ﹤0.01% 2686
2021
Q2 		$7.47M Buy
74,482
+1,256
+2% +$125K ﹤0.01% 3336
2021
Q1 		$7.12M Buy
73,226
+9,002
+14% +$858K ﹤0.01% 3034
2020
Q4 		$5.74M Sell
64,224
-3,128
-5% -$259K ﹤0.01% 3102
2020
Q3 		$5.02M Sell
67,352
-8,708
-11% -$643K ﹤0.01% 2710
2020
Q2 		$5.29M Sell
76,060
-3,680
-5% -$237K ﹤0.01% 2602
2020
Q1 		$4.4M Sell
79,740
-4,144
-5% -$282K ﹤0.01% 2582
2019
Q4 		$6.16M Buy
83,884
+1,822
+2% +$130K ﹤0.01% 2957
2019
Q3 		$5.72M Sell
82,062
-9,022
-10% -$630K ﹤0.01% 2720
2019
Q2 		$6.39M Sell
91,084
-4,054
-4% -$278K ﹤0.01% 2666
2019
Q1 		$6.44M Buy
95,138
+7,498
+9% +$488K ﹤0.01% 2465
2018
Q4 		$5.17M Sell
87,640
-3,476
-4% -$226K ﹤0.01% 2874
2018
Q3 		$6.59M Sell
91,116
-7,530
-8% -$541K ﹤0.01% 2883
2018
Q2 		$6.87M Buy
98,646
+4,740
+5% +$327K ﹤0.01% 2788
2018
Q1 		$6.34M Buy
93,906
+2,822
+3% +$192K ﹤0.01% 2783
2017
Q4 		$6.06M Buy
91,084
+1,980
+2% +$129K ﹤0.01% 2893
2017
Q3 		$5.59M Buy
89,104
+25,450
+40% +$1.55M ﹤0.01% 2853
2017
Q2 		$3.87M Sell
63,654
-11,142
-15% -$669K ﹤0.01% 3149
2017
Q1 		$4.41M Buy
74,796
+29,158
+64% +$1.69M ﹤0.01% 2980
2016
Q4 		$2.56M Buy
45,638
+19,858
+77% +$1.08M ﹤0.01% 3702
2016
Q3 		$1.4M Buy
25,780
+1,698
+7% +$92.1K ﹤0.01% 3779
2016
Q2 		$1.26M Sell
24,082
-7,078
-23% -$362K ﹤0.01% 3797
2016
Q1 		$1.56M Buy
31,160
+6,000
+24% +$282K ﹤0.01% 3551
2015
Q4 		$1.25M Buy
25,160
+9,012
+56% +$456K ﹤0.01% 3893
2015
Q3 		$784K Buy
16,148
+4,170
+35% +$215K ﹤0.01% 4308
2015
Q2 		$626K Sell
11,978
-1,488
-11% -$78.5K ﹤0.01% 4545
2015
Q1 		$709K Buy
13,466
+4,350
+48% +$221K ﹤0.01% 4394
2014
Q4 		$448K Buy
9,116
+562
+7% +$26.9K ﹤0.01% 4739
2014
Q3 		$400K Sell
8,554
-290
-3% -$13.8K ﹤0.01% 4719
2014
Q2 		$428K Sell
8,844
-7,978
-47% -$371K ﹤0.01% 4695
2014
Q1 		$791K Buy
16,822
+1,372
+9% +$63.4K ﹤0.01% 4194
2013
Q4 		$712K Buy
15,450
+2,356
+18% +$105K ﹤0.01% 4208
2013
Q3 		$560K Sell
13,094
-4,402
-25% -$184K ﹤0.01% 4258
2013
Q2 		$692K Buy
+17,496
New +$695K ﹤0.01% 4020

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
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
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

Morgan Stanley's IVOG Position: Q1 2026 in Review

Morgan Stanley increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 25% in Q1 2026, buying an estimated $6.27M and bringing the position to 244,095 shares worth $30.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Morgan Stanley first reported a position in IVOG in Q2 2013 and has held it in 52 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Morgan Stanley held 244,095 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $30.5M as of Q1 2026.
  • Morgan Stanley bought 49,147 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $6.27M.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2566 holding.
  • Morgan Stanley first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.