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

SageView 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 Q2	$2.71M	Sell	18,546 -1,746	-9%	-$241K	0.09%	130
2026 Q1	$2.54M	Sell	20,292 -1,228	-6%	-$157K	0.09%	120
2025 Q4	$2.59M	Buy	21,520 +770	+4%	+$92.4K	0.09%	130
2025 Q3	$2.48M	Buy	20,750 +2,663	+15%	+$312K	0.09%	138
2025 Q2	$2.13M	Sell	18,087 -7,728	-30%	-$822K	0.08%	131
2025 Q1	$2.66M	Hold	25,815	–	–	0.11%	101
2024 Q4	$2.91M	Buy	+25,815	New	+$3.03M	0.13%	96

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's IVOG Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 8.6% in Q2 2026, selling an estimated $241K and leaving 18,546 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #130.

SageView Advisory Group first reported a position in IVOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q4 2024. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

SageView Advisory Group held 18,546 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.71M as of Q2 2026.
SageView Advisory Group sold 1,746 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $241K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.09% of SageView Advisory Group's portfolio in Q2 2026, its #130 holding.
SageView Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
SageView Advisory Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $2.91M in Q4 2024.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.