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Salem Investment Counselors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-10
Closed -$1.13K – 1236
2025
Q2 		$1.13K Sell
10
-25
-71% -$2.66K ﹤0.01% 1087
2025
Q1 		$3.61K Hold
35
– – ﹤0.01% 968
2024
Q4 		$3.94K Sell
35
-25
-42% -$2.94K ﹤0.01% 951
2024
Q3 		$6.88K Hold
60
– – ﹤0.01% 889
2024
Q2 		$6.57K Hold
60
– – ﹤0.01% 884
2024
Q1 		$6.81K Buy
+60
New +$6.21K ﹤0.01% 887

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
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

Salem Investment Counselors's IVOG Position: Q3 2025 in Review

Salem Investment Counselors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2025, closing a stake of 10 shares — an estimated $1.13K sold.

Salem Investment Counselors first reported a position in IVOG in Q1 2024 and held it in 6 quarters. The position peaked at $6.88K in Q3 2024. 157 funds tracked by Wall St. Rank hold IVOG as of Q3 2025.

  • Salem Investment Counselors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 10 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $1.13K.
  • Salem Investment Counselors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 6 quarters.
  • Salem Investment Counselors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.88K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Salem Investment Counselors's 13F filing for Q3 2025, filed 7 Oct 2025.