Private Trust Company’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Private Trust Company’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	–	Sell	-1,024	Closed	-$123K	–	2654
2025 Q4	$123K	Hold	1,024	–	–	0.01%	946
2025 Q3	$122K	Buy	1,024 +517	+102%	+$60.6K	0.01%	939
2025 Q2	$57.3K	Hold	507	–	–	0.01%	1164
2025 Q1	$52.3K	Buy	507 +26	+5%	+$2.9K	0.01%	1177
2024 Q4	$54.2K	Sell	481 -34	-7%	-$3.99K	0.01%	1135
2024 Q3	$59K	Sell	515 -133	-21%	-$14.8K	0.01%	1082
2024 Q2	$71K	Buy	648 +137	+27%	+$15K	0.01%	992
2024 Q1	$58K	Buy	+511	New	+$52.9K	0.01%	1056

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Private Trust Company's IVOG Position: Q1 2026 in Review

Private Trust Company sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026, closing a stake of 1,024 shares — an estimated $123K sold.

Private Trust Company first reported a position in IVOG in Q1 2024 and held it in 8 quarters. The position peaked at $123K in Q4 2025. 180 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Private Trust Company reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Private Trust Company sold 1,024 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $123K.
Private Trust Company first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 8 quarters.
Private Trust Company's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $123K in Q4 2025.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.