Raymond James Financial’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Raymond James Financial’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	$28.1M	Buy	224,875 +12,682	+6%	+$1.62M	0.01%	1232
2025 Q4	$25.5M	Buy	212,193 +16,119	+8%	+$1.93M	0.01%	1271
2025 Q3	$23.4M	Buy	196,074 +1,345	+0.7%	+$158K	0.01%	1304
2025 Q2	$22M	Sell	194,729 -1,078	-0.6%	-$115K	0.01%	1299
2025 Q1	$20.2M	Sell	195,807 -2,086	-1%	-$233K	0.01%	1303
2024 Q4	$22.3M	Buy	+197,893	New	+$23.2M	0.01%	1226

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 $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

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 $1.13B AUM 30.28% 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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Raymond James Financial's IVOG Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 6% in Q1 2026, buying an estimated $1.62M and bringing the position to 224,875 shares worth $28.1M. The position accounts for 0.01% of the portfolio, ranked #1232.

Raymond James Financial first reported a position in IVOG in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Raymond James Financial held 224,875 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $28.1M as of Q1 2026.
Raymond James Financial bought 12,682 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.62M.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1232 holding.
Raymond James Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.