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 Q2	$62K	Sell	424 -27	-6%	-$3.73K	﹤0.01%	2237
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 $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Shaughnessy Asset Management's IVOG Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 6% in Q2 2026, selling an estimated $3.73K and leaving 424 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

O'Shaughnessy Asset Management first reported a position in IVOG in Q1 2024 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

O'Shaughnessy Asset Management held 424 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $62K as of Q2 2026.
O'Shaughnessy Asset Management sold 27 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $3.73K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2237 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 10 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.