SOA Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

SOA Wealth Advisors’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	$43K	Hold	344	–	–	0.01%	399
2025 Q4	$41.3K	Hold	344	–	–	0.01%	400
2025 Q3	$41.1K	Hold	344	–	–	0.01%	402
2025 Q2	$38.9K	Hold	344	–	–	0.01%	406
2025 Q1	$35.5K	Hold	344	–	–	0.01%	387
2024 Q4	$38.8K	Hold	344	–	–	0.01%	363
2024 Q3	$39.4K	Sell	344 -4	-1%	-$445	0.01%	357
2024 Q2	$38.1K	Hold	348	–	–	0.01%	342
2024 Q1	$39.5K	Buy	348 +336	+2,800%	+$34.8K	0.01%	336
2023 Q4	$1.18K	Hold	12	–	–	﹤0.01%	745
2023 Q3	$1.08K	Hold	12	–	–	﹤0.01%	767
2023 Q2	$1.12K	Hold	12	–	–	﹤0.01%	778
2023 Q1	$1.07K	Hold	12	–	–	﹤0.01%	784
2022 Q4	$1.02K	Hold	12	–	–	﹤0.01%	794
2022 Q3	$0	Hold	12	–	–	﹤0.01%	897
2022 Q2	$0	Hold	12	–	–	﹤0.01%	912
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	851
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	825
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	843
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	823
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	771
2020 Q4	$1K	Buy	+12	New	+$995	﹤0.01%	747

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

SOA Wealth Advisors's IVOG Position: Q1 2026 in Review

SOA Wealth Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 344 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #399.

SOA Wealth Advisors first reported a position in IVOG in Q4 2020 and has held it in 22 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

SOA Wealth Advisors held 344 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $43K as of Q1 2026.
SOA Wealth Advisors left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #399 holding.
SOA Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 22 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.