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Smartleaf Asset Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Smartleaf Asset Management’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 		$22.9K Buy
189
+56
+42% +$7.14K ﹤0.01% 1873
2025
Q4 		$16.2K Buy
+133
New +$16K ﹤0.01% 2148

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smartleaf Asset Management's IVOG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 42% in Q1 2026, buying an estimated $7.14K and bringing the position to 189 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Smartleaf Asset Management first reported a position in IVOG in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Smartleaf Asset Management held 189 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $22.9K as of Q1 2026.
  • Smartleaf Asset Management bought 56 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $7.14K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1873 holding.
  • Smartleaf Asset Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.