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Realta Investment Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Realta Investment Advisors’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
2025
Q2 		– Sell
-500
Closed -$51.6K – 318
2025
Q1 		$51.6K Sell
500
-200
-29% -$22.3K 0.02% 227
2024
Q4 		$80.2K Buy
700
+500
+250% +$58.7K 0.03% 228
2024
Q3 		$23.4K Hold
200
– – 0.01% 267
2024
Q2 		$21.9K Hold
200
– – ﹤0.01% 611
2024
Q1 		$22.7K Buy
+200
New +$20.7K ﹤0.01% 624
2023
Q4 		– Sell
-200
Closed -$18.7K – 609
2023
Q3 		$18.7K Hold
200
– – ﹤0.01% 622
2023
Q2 		$18.7K Buy
+200
New +$17.7K ﹤0.01% 665
2023
Q1 		– Sell
-200
Closed -$16.9K – 622
2022
Q4 		$16.9K Hold
200
– – ﹤0.01% 661
2022
Q3 		$16K Buy
+200
New +$17.2K ﹤0.01% 645
2020
Q1 		– Sell
-756
Closed -$55K – 854
2019
Q4 		$55K Hold
756
– – 0.02% 640
2019
Q3 		$53K Hold
756
– – 0.01% 657
2019
Q2 		$53K Hold
756
– – 0.01% 657
2019
Q1 		$51K Buy
+756
New +$49.3K 0.02% 541

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Realta Investment Advisors's IVOG Position: Q2 2025 in Review

Realta Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2025, closing a stake of 500 shares — an estimated $51.6K sold.

Realta Investment Advisors first reported a position in IVOG in Q1 2019 and held it in 13 quarters. The position peaked at $80.2K in Q4 2024. 152 funds tracked by Wall St. Rank hold IVOG as of Q2 2025.

  • Realta Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $51.6K.
  • Realta Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 13 quarters.
  • Realta Investment Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $80.2K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.