Rodgers & Associates’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Rodgers & Associates’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	$683K	Buy	4,671 +444	+11%	+$61.3K	0.06%	65
2026 Q1	$529K	Buy	4,227 +420	+11%	+$53.6K	0.05%	71
2025 Q4	$458K	Sell	3,807 -5	-0.1%	-$600	0.05%	72
2025 Q3	$455K	Buy	3,812 +206	+6%	+$24.1K	0.05%	71
2025 Q2	$408K	Buy	3,606 +80	+2%	+$8.51K	0.04%	72
2025 Q1	$364K	Hold	3,526	–	–	0.04%	72
2024 Q4	$397K	Sell	3,526 -272	-7%	-$31.9K	0.05%	73
2024 Q3	$435K	Hold	3,798	–	–	0.05%	72
2024 Q2	$416K	Buy	3,798 +1,178	+45%	+$129K	0.05%	71
2024 Q1	$297K	Sell	2,620 -50	-2%	-$5.17K	0.04%	75
2023 Q4	$262K	Sell	2,670 -623	-19%	-$57.1K	0.04%	78
2023 Q3	$297K	Buy	3,293 +533	+19%	+$50.1K	0.04%	71
2023 Q2	$258K	Buy	+2,760	New	+$245K	0.04%	74

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

Rodgers & Associates's IVOG Position: Q2 2026 in Review

Rodgers & Associates increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 11% in Q2 2026, buying an estimated $61.3K and bringing the position to 4,671 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #65.

Rodgers & Associates first reported a position in IVOG in Q2 2023 and has held it in 13 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Rodgers & Associates held 4,671 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $683K as of Q2 2026.
Rodgers & Associates bought 444 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $61.3K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.06% of Rodgers & Associates's portfolio in Q2 2026, its #65 holding.
Rodgers & Associates first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 13 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Rodgers & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.