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

SJS Investment Consulting’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 		– Sell
-117
Closed -$14K – 2120
2025
Q3 		$14K Buy
+117
New +$13.7K ﹤0.01% 578

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $445B AUM 25.58% 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 $714M AUM 21.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SJS Investment Consulting's IVOG Position: Q4 2025 in Review

SJS Investment Consulting sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2025, closing a stake of 117 shares — an estimated $14K sold.

SJS Investment Consulting first reported a position in IVOG in Q3 2025 and held it in 1 quarter. The position peaked at $14K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

  • SJS Investment Consulting reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 117 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $14K.
  • SJS Investment Consulting first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2025 and held it in 1 quarter.
  • SJS Investment Consulting's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.