Safeguard Investment Advisory Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Safeguard Investment Advisory Group’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	$325K	Hold	2,600	–	–	0.09%	93
2025 Q4	$313K	Hold	2,600	–	–	0.08%	99
2025 Q3	$311K	Hold	2,600	–	–	0.08%	102
2025 Q2	$294K	Hold	2,600	–	–	0.07%	105
2025 Q1	$268K	Hold	2,600	–	–	0.07%	108
2024 Q4	$293K	Hold	2,600	–	–	0.08%	89
2024 Q3	$298K	Hold	2,600	–	–	0.09%	84
2024 Q2	$285K	Hold	2,600	–	–	0.09%	77
2024 Q1	$295K	Hold	2,600	–	–	0.1%	74
2023 Q4	$255K	Hold	2,600	–	–	0.1%	78
2023 Q3	$235K	Buy	+2,600	New	+$244K	0.1%	82

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's IVOG Position: Q1 2026 in Review

Safeguard Investment Advisory Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 2,600 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #93.

Safeguard Investment Advisory Group first reported a position in IVOG in Q3 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Safeguard Investment Advisory Group held 2,600 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $325K as of Q1 2026.
Safeguard Investment Advisory Group left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #93 holding.
Safeguard Investment Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 11 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.