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North Star Investment Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

North Star Investment Management’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 		$27.2K Buy
217
+115
+113% +$14.7K ﹤0.01% 853
2025
Q4 		$12.3K Hold
102
– – ﹤0.01% 919
2025
Q3 		$12.2K Hold
102
– – ﹤0.01% 881
2025
Q2 		$11.5K Hold
102
– – ﹤0.01% 869
2025
Q1 		$10.5K Hold
102
– – ﹤0.01% 846
2024
Q4 		$11.5K Buy
102
+1
+1% +$117 ﹤0.01% 850
2024
Q3 		$11.6K Hold
101
– – ﹤0.01% 810
2024
Q2 		$11.1K Hold
101
– – ﹤0.01% 799
2024
Q1 		$11.5K Buy
+101
New +$10.4K ﹤0.01% 833

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

North Star Investment Management's IVOG Position: Q1 2026 in Review

North Star Investment Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 113% in Q1 2026, buying an estimated $14.7K and bringing the position to 217 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

North Star Investment Management first reported a position in IVOG in Q1 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • North Star Investment Management held 217 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $27.2K as of Q1 2026.
  • North Star Investment Management bought 115 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $14.7K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #853 holding.
  • North Star Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.