Salomon & Ludwin’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Salomon & Ludwin’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 Q1	$31K	Sell	245 -12	-5%	-$1.53K	﹤0.01%	759
2025 Q4	$31.8K	Hold	257	–	–	﹤0.01%	585
2025 Q3	$30.9K	Hold	257	–	–	﹤0.01%	561
2025 Q2	$29.5K	Hold	257	–	–	﹤0.01%	333
2025 Q1	$26.5K	Sell	257 -8	-3%	-$894	﹤0.01%	322
2024 Q4	$29.9K	Buy	265 +8	+3%	+$939	﹤0.01%	305
2024 Q3	$29.5K	Hold	257	–	–	﹤0.01%	318
2024 Q2	$28.2K	Hold	257	–	–	﹤0.01%	323
2024 Q1	$29.2K	Buy	+257	New	+$26.6K	﹤0.01%	430

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salomon & Ludwin's IVOG Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 4.7% in Q1 2026, selling an estimated $1.53K and leaving 245 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Salomon & Ludwin first reported a position in IVOG in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.8K in Q4 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Salomon & Ludwin held 245 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $31K as of Q1 2026.
Salomon & Ludwin sold 12 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.53K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #759 holding.
Salomon & Ludwin first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Salomon & Ludwin's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $31.8K in Q4 2025.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.