Mosaic Family Wealth Partners’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Mosaic Family Wealth Partners’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	$305K	Hold	2,442	–	–	0.03%	230
2025 Q4	$294K	Buy	2,442 +13	+0.5%	+$1.56K	0.03%	194
2025 Q3	$290K	Buy	2,429 +209	+9%	+$24.5K	0.03%	185
2025 Q2	$251K	Hold	2,220	–	–	0.03%	196
2025 Q1	$229K	Hold	2,220	–	–	0.03%	197
2024 Q4	$250K	Buy	2,220 +13	+0.6%	+$1.53K	0.04%	183
2024 Q3	$253K	Hold	2,207	–	–	0.04%	178
2024 Q2	$242K	Hold	2,207	–	–	0.04%	176
2024 Q1	$250K	Hold	2,207	–	–	0.04%	182
2023 Q4	$217K	Buy	+2,207	New	+$202K	0.04%	182

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mosaic Family Wealth Partners's IVOG Position: Q1 2026 in Review

Mosaic Family Wealth Partners held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 2,442 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #230.

Mosaic Family Wealth Partners first reported a position in IVOG in Q4 2023 and has held it in 10 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Mosaic Family Wealth Partners held 2,442 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $305K as of Q1 2026.
Mosaic Family Wealth Partners left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #230 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.