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

Richardson Capital 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 Q3	$38.4K	Hold	281	–	–	0.02%	130
2026 Q2	$41.1K	Hold	281	–	–	0.02%	120
2026 Q1	$35.1K	Hold	281	–	–	0.02%	121
2025 Q4	$33.8K	Hold	281	–	–	0.02%	107
2025 Q3	$33.6K	Buy	+281	New	+$32.9K	0.02%	110

Other funds holding IVOG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Stephen J. Garry & Associates Garden City, New York $123M AUM 12.34% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Richardson Capital Management's IVOG Position: Q3 2026 in Review

Richardson Capital Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2026 at 281 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #130.

Richardson Capital Management first reported a position in IVOG in Q3 2025 and has held it in 5 quarters since. The position peaked at $41.1K in Q2 2026. 95 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Richardson Capital Management held 281 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $38.4K as of Q3 2026.
Richardson Capital Management left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.02% of Richardson Capital Management's portfolio in Q3 2026, its #130 holding.
Richardson Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 5 quarters since.
Richardson Capital Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $41.1K in Q2 2026.
95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Richardson Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.