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
2026 Q3	$1.49M	Buy	+10,940	New	+$1.55M	0.92%	39
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Sagace Wealth Management's IVOG Position: Q3 2026 in Review

Sagace Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2026: 10,940 shares worth $1.49M. The stake represents 0.92% of the portfolio and ranks #39 among its holdings. This is a return to the name: Sagace Wealth Management previously reported a position in IVOG as recently as Q1 2025.

Sagace Wealth Management first reported a position in IVOG in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.69M in Q3 2024. 54 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Sagace Wealth Management held 10,940 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.49M as of Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Sagace Wealth Management position in Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.92% of Sagace Wealth Management's portfolio in Q3 2026, its #39 holding.
Sagace Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 5 quarters since.
Sagace Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.69M in Q3 2024.
54 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Sagace Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.