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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
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 $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return