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

Sagace Wealth 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
2025
Q2 		– Sell
-7,995
Closed -$825K – 66
2025
Q1 		$825K Buy
7,995
+360
+5% +$40.2K 0.62% 40
2024
Q4 		$860K Sell
7,635
-6,848
-47% -$804K 0.64% 40
2024
Q3 		$1.69M Buy
14,483
+2,911
+25% +$324K 1.31% 26
2024
Q2 		$1.31M Buy
+11,572
New +$1.27M 1.28% 26

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sagace Wealth Management's IVOG Position: Q2 2025 in Review

Sagace Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2025, closing a stake of 7,995 shares — an estimated $825K sold.

Sagace Wealth Management first reported a position in IVOG in Q2 2024 and held it in 4 quarters. The position peaked at $1.69M in Q3 2024. 152 funds tracked by Wall St. Rank hold IVOG as of Q2 2025.

  • Sagace Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Sagace Wealth Management sold 7,995 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $825K.
  • Sagace Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Sagace Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.69M in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Sagace Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.