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

Rockefeller 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 Q2	$343K	Sell	2,342 -32	-1%	-$4.42K	﹤0.01%	2285
2026 Q1	$297K	Hold	2,374	–	–	﹤0.01%	2264
2025 Q4	$285K	Buy	2,374 +6	+0.3%	+$720	﹤0.01%	2184
2025 Q3	$283K	Buy	+2,368	New	+$278K	﹤0.01%	2049
2023 Q1	–	Sell	-934	Closed	-$79K	–	2941
2022 Q4	$79K	Hold	934	–	–	﹤0.01%	2159
2022 Q3	$73K	Buy	934 +162	+21%	+$13.9K	﹤0.01%	2161
2022 Q2	$61K	Buy	772 +150	+24%	+$13.1K	﹤0.01%	2195
2022 Q1	$59K	Sell	622 -42	-6%	-$4.02K	﹤0.01%	2223
2021 Q4	$70K	Hold	664	–	–	﹤0.01%	2075
2021 Q3	$65K	Hold	664	–	–	﹤0.01%	2020
2021 Q2	$66K	Hold	664	–	–	﹤0.01%	1957
2021 Q1	$64K	Hold	664	–	–	﹤0.01%	1787
2020 Q4	$59K	Hold	664	–	–	﹤0.01%	1623
2020 Q3	$49K	Buy	664 +42	+7%	+$3.1K	﹤0.01%	1511
2020 Q2	$43K	Sell	622 -1,282	-67%	-$82.5K	﹤0.01%	1444
2020 Q1	$105K	Buy	+1,904	New	+$129K	﹤0.01%	1001

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

Rockefeller Capital Management's IVOG Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.3% in Q2 2026, selling an estimated $4.42K and leaving 2,342 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Rockefeller Capital Management first reported a position in IVOG in Q1 2020 and has held it in 16 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Rockefeller Capital Management held 2,342 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $343K as of Q2 2026.
Rockefeller Capital Management sold 32 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.42K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2285 holding.
Rockefeller Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 16 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.