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

NewEdge 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	$281K	Hold	2,248	–	–	﹤0.01%	2389
2025 Q4	$270K	Buy	2,248 +1	+0%	+$120	﹤0.01%	2378
2025 Q3	$268K	Buy	+2,247	New	+$263K	﹤0.01%	2244
2025 Q1	–	Sell	-12,025	Closed	-$1.36M	–	4042
2024 Q4	$1.36M	Buy	12,025 +37	+0.3%	+$4.34K	0.01%	1009
2024 Q3	$1.37M	Buy	11,988 +36	+0.3%	+$4.01K	0.01%	962
2024 Q2	$1.31M	Buy	+11,952	New	+$1.31M	0.01%	937
2023 Q1	–	Sell	-2,442	Closed	-$207K	–	3797
2022 Q4	$207K	Buy	+2,442	New	+$209K	0.01%	1179

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

NewEdge Advisors's IVOG Position: Q1 2026 in Review

NewEdge Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 2,248 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

NewEdge Advisors first reported a position in IVOG in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2024. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

NewEdge Advisors held 2,248 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $281K as of Q1 2026.
NewEdge Advisors 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 ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2389 holding.
NewEdge Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 7 quarters since.
NewEdge Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.37M in Q3 2024.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.