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Stephen J. Garry & Associates’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Stephen J. Garry & Associates’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 		$4.65M Buy
37,190
+499
+1% +$63.7K 3.74% 9
2025
Q4 		$4.41M Sell
36,691
-380
-1% -$45.6K 3.5% 10
2025
Q3 		$4.43M Buy
37,071
+320
+0.9% +$37.5K 3.54% 10
2025
Q2 		$4.15M Sell
36,751
-157
-0.4% -$16.7K 3.59% 10
2025
Q1 		$3.81M Buy
36,908
+1,881
+5% +$210K 3.56% 10
2024
Q4 		$3.95M Buy
35,027
+466
+1% +$54.7K 3.64% 10
2024
Q3 		$3.96M Sell
34,561
-591
-2% -$65.8K 3.77% 11
2024
Q2 		$3.85M Sell
35,152
-360
-1% -$39.5K 3.9% 11
2024
Q1 		$4.03M Sell
35,512
-150
-0.4% -$15.5K 4.17% 10
2023
Q4 		$3.5M Buy
+35,662
New +$3.27M 3.88% 12

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

Stephen J. Garry & Associates's IVOG Position: Q1 2026 in Review

Stephen J. Garry & Associates increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.4% in Q1 2026, buying an estimated $63.7K and bringing the position to 37,190 shares worth $4.65M. The position accounts for 3.74% of the portfolio, ranked #9.

Stephen J. Garry & Associates first reported a position in IVOG in Q4 2023 and has held it in 10 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Stephen J. Garry & Associates held 37,190 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $4.65M as of Q1 2026.
  • Stephen J. Garry & Associates bought 499 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $63.7K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 3.74% of Stephen J. Garry & Associates's portfolio in Q1 2026, its #9 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q1 2026, filed 16 Apr 2026.