Rialto Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Rialto Wealth 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	$302K	Sell	2,067 -218	-10%	-$30.1K	0.06%	140
2026 Q1	$286K	Sell	2,285 -65	-3%	-$8.29K	0.06%	131
2025 Q4	$282K	Sell	2,350 -394	-14%	-$47.3K	0.07%	131
2025 Q3	$328K	Sell	2,744 -450	-14%	-$52.7K	0.08%	118
2025 Q2	$361K	Sell	3,194 -644	-17%	-$68.5K	0.1%	111
2025 Q1	$396K	Sell	3,838 -685	-15%	-$76.5K	0.12%	105
2024 Q4	$510K	Buy	+4,523	New	+$531K	0.17%	88

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

Rialto Wealth Management's IVOG Position: Q2 2026 in Review

Rialto Wealth Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 9.5% in Q2 2026, selling an estimated $30.1K and leaving 2,067 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #140.

Rialto Wealth Management first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $510K in Q4 2024. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Rialto Wealth Management held 2,067 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $302K as of Q2 2026.
Rialto Wealth Management sold 218 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $30.1K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.06% of Rialto Wealth Management's portfolio in Q2 2026, its #140 holding.
Rialto Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $510K in Q4 2024.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.