Osaic Holdings
IVOG icon

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

Osaic Holdings’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
Q2 		$1.45M Sell
9,901
-1,865
-16% -$258K ﹤0.01% 2632
2026
Q1 		$1.47M Buy
11,766
+3,594
+44% +$458K ﹤0.01% 2343
2025
Q4 		$983K Buy
8,172
+810
+11% +$97.2K ﹤0.01% 2714
2025
Q3 		$873K Sell
7,362
-1,299
-15% -$152K ﹤0.01% 2922
2025
Q2 		$978K Sell
8,661
-258
-3% -$27.4K ﹤0.01% 2525
2025
Q1 		$921K Sell
8,919
-735
-8% -$82.1K ﹤0.01% 2322
2024
Q4 		$1.09M Sell
9,654
-371
-4% -$43.6K ﹤0.01% 2131
2024
Q3 		$1.15M Sell
10,025
-925
-8% -$103K ﹤0.01% 2137
2024
Q2 		$1.2M Sell
10,950
-2,360
-18% -$259K ﹤0.01% 2046
2024
Q1 		$1.51M Sell
13,310
-298
-2% -$30.8K ﹤0.01% 1922
2023
Q4 		$1.34M Sell
13,608
-706
-5% -$64.7K ﹤0.01% 2219
2023
Q3 		$1.29M Buy
14,314
+3,181
+29% +$299K ﹤0.01% 2384
2023
Q2 		$1.04M Buy
11,133
+198
+2% +$17.6K ﹤0.01% 2483
2023
Q1 		$972K Buy
10,935
+2,025
+23% +$179K ﹤0.01% 2502
2022
Q4 		$754K Sell
8,910
-1,818
-17% -$156K ﹤0.01% 2644
2022
Q3 		$843K Sell
10,728
-840
-7% -$72.1K ﹤0.01% 2386
2022
Q2 		$915K Sell
11,568
-808
-7% -$70.4K ﹤0.01% 2366
2022
Q1 		$1.19M Buy
12,376
+420
+4% +$40.2K ﹤0.01% 2409
2021
Q4 		$1.26M Sell
11,956
-572
-5% -$59.6K ﹤0.01% 2174
2021
Q3 		$1.23M Sell
12,528
-7,218
-37% -$727K ﹤0.01% 2147
2021
Q2 		$1.98M Buy
19,746
+7,580
+62% +$754K ﹤0.01% 1732
2021
Q1 		$1.18M Buy
12,166
+2,424
+25% +$231K ﹤0.01% 2076
2020
Q4 		$871K Sell
9,742
-702
-7% -$58.2K ﹤0.01% 2165
2020
Q3 		$777K Sell
10,444
-7,270
-41% -$537K ﹤0.01% 2041
2020
Q2 		$1.23M Sell
17,714
-1,640
-8% -$106K ﹤0.01% 1594
2020
Q1 		$1.07M Buy
+19,354
New +$1.32M ﹤0.01% 1498

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's IVOG Position: Q2 2026 in Review

Osaic Holdings reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 16% in Q2 2026, selling an estimated $258K and leaving 9,901 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Osaic Holdings first reported a position in IVOG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.98M in Q2 2021. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • Osaic Holdings held 9,901 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.45M as of Q2 2026.
  • Osaic Holdings sold 1,865 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $258K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2632 holding.
  • Osaic Holdings first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.98M in Q2 2021.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.