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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
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 $11.8B AUM 9.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's IVOG Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 3.7% in Q4 2025, buying an estimated $92.4K and bringing the position to 21,520 shares worth $2.59M. 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 5 quarters since. The position peaked at $2.91M in Q4 2024. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

  • SageView Advisory Group held 21,520 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.59M as of Q4 2025.
  • SageView Advisory Group bought 770 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $92.4K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.09% of SageView Advisory Group's portfolio in Q4 2025, 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 5 quarters since.
  • SageView Advisory Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $2.91M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.