O'Shaughnessy Asset Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

O'Shaughnessy Asset 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	$56.4K	Hold	451	–	–	﹤0.01%	2229
2025 Q4	$54.2K	Buy	451 +1	+0.2%	+$120	﹤0.01%	2230
2025 Q3	$53.8K	Buy	450 +26	+6%	+$3.05K	﹤0.01%	2181
2025 Q2	$47.9K	Sell	424 -43	-9%	-$4.57K	﹤0.01%	2037
2025 Q1	$48.2K	Buy	467 +333	+249%	+$37.2K	﹤0.01%	1993
2024 Q4	$15.1K	Hold	134	–	–	﹤0.01%	2034
2024 Q3	$15.7K	Hold	134	–	–	﹤0.01%	1966
2024 Q2	$14.7K	Hold	134	–	–	﹤0.01%	1821
2024 Q1	$15.2K	Buy	+134	New	+$13.9K	﹤0.01%	1752

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

O'Shaughnessy Asset Management's IVOG Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 451 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

O'Shaughnessy Asset 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.

O'Shaughnessy Asset Management held 451 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $56.4K as of Q1 2026.
O'Shaughnessy Asset Management 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 O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2229 holding.
O'Shaughnessy Asset 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 O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.