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RWA Wealth Partners’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

RWA Wealth Partners’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 		$4.27M Buy
34,179
+458
+1% +$58.4K 0.05% 184
2025
Q4 		$4.05M Sell
33,721
-19
-0.1% -$2.28K 0.04% 189
2025
Q3 		$4.03M Sell
33,740
-1,805
-5% -$212K 0.05% 195
2025
Q2 		$4.02M Sell
35,545
-6,020
-14% -$640K 0.05% 175
2025
Q1 		$4.29M Sell
41,565
-2
-0% -$223 0.05% 163
2024
Q4 		$4.68M Sell
41,567
-654
-2% -$76.8K 0.06% 154
2024
Q3 		$4.84M Sell
42,221
-207
-0.5% -$23K 0.06% 156
2024
Q2 		$4.65M Sell
42,428
-182
-0.4% -$20K 0.06% 151
2024
Q1 		$4.83M Sell
42,610
-278
-0.6% -$28.8K 0.07% 151
2023
Q4 		$4.21M Sell
42,888
-2,123
-5% -$194K 0.06% 148
2023
Q3 		$4.06M Sell
45,011
-146
-0.3% -$13.7K 0.09% 90
2023
Q2 		$4.22M Buy
45,157
+915
+2% +$81.2K 0.09% 84
2023
Q1 		$3.93M Sell
44,242
-2,264
-5% -$200K 0.09% 74
2022
Q4 		$4.07M Sell
46,506
-26,228
-36% -$2.25M 0.1% 79
2022
Q3 		$5.72M Sell
72,734
-6,120
-8% -$526K 0.4% 57
2022
Q2 		$6.23M Buy
78,854
+22,562
+40% +$1.97M 0.42% 52
2022
Q1 		$5.41M Buy
56,292
+2,188
+4% +$209K 0.35% 75
2021
Q4 		$5.72M Buy
54,104
+9,936
+22% +$1.03M 0.38% 75
2021
Q3 		$4.35M Sell
44,168
-134
-0.3% -$13.5K 0.32% 74
2021
Q2 		$4.45M Sell
44,302
-5,514
-11% -$549K 0.33% 72
2021
Q1 		$4.84M Sell
49,816
-1,626
-3% -$155K 0.39% 70
2020
Q4 		$4.6M Buy
51,442
+14,522
+39% +$1.2M 0.41% 64
2020
Q3 		$2.75M Buy
36,920
+52
+0.1% +$3.84K 0.29% 72
2020
Q2 		$2.57M Buy
36,868
+6,542
+22% +$421K 0.31% 68
2020
Q1 		$1.67M Sell
30,326
-389,956
-93% -$26.5M 0.24% 76
2019
Q4 		$30.9M Buy
420,282
+104,862
+33% +$7.48M 3.06% 5
2019
Q3 		$22M Sell
315,420
-384
-0.1% -$26.8K 2.32% 9
2019
Q2 		$22.2M Buy
315,804
+1,378
+0.4% +$94.6K 2.38% 9
2019
Q1 		$21.3M Sell
314,426
-53,914
-15% -$3.51M 2.43% 9
2018
Q4 		$21.7M Buy
368,340
+344,926
+1,473% +$22.4M 2.86% 7
2018
Q3 		$1.69M Buy
23,414
+1,038
+5% +$74.6K 0.19% 99
2018
Q2 		$1.56M Buy
22,376
+1,102
+5% +$76.1K 0.17% 110
2018
Q1 		$1.44M Buy
21,274
+8,580
+68% +$585K 0.18% 95
2017
Q4 		$845K Buy
12,694
+42
+0.3% +$2.75K 0.1% 124
2017
Q3 		$794K Buy
+12,652
New +$772K 0.09% 127
2017
Q1 		– Sell
-12,820
Closed -$718K – 178
2016
Q4 		$718K Buy
+12,820
New +$699K 0.65% 11

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

RWA Wealth Partners's IVOG Position: Q1 2026 in Review

RWA Wealth Partners increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.4% in Q1 2026, buying an estimated $58.4K and bringing the position to 34,179 shares worth $4.27M. The position accounts for 0.05% of the portfolio, ranked #184.

RWA Wealth Partners first reported a position in IVOG in Q4 2016 and has held it in 36 quarters since. The position peaked at $30.9M in Q4 2019. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • RWA Wealth Partners held 34,179 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $4.27M as of Q1 2026.
  • RWA Wealth Partners bought 458 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $58.4K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.05% of RWA Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • RWA Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 36 quarters since.
  • RWA Wealth Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $30.9M in Q4 2019.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.