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 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 $11.8B AUM 9.48% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $976M AUM 23.05% 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

Rialto Wealth Management's IVOG Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.8% in Q1 2026, selling an estimated $8.29K and leaving 2,285 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #131.

Rialto Wealth Management first reported a position in IVOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $510K in Q4 2024. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Rialto Wealth Management held 2,285 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $286K as of Q1 2026.
Rialto Wealth Management sold 65 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $8.29K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.06% of Rialto Wealth Management's portfolio in Q1 2026, its #131 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 6 quarters since.
Rialto Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $510K in Q4 2024.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.