Stifel Financial’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.91M | Buy |
31,240
+559
| +2% | +$71.3K | ﹤0.01% | 1506 |
|
|
2025
Q4 | $3.69M | Buy |
30,681
+1,356
| +5% | +$163K | ﹤0.01% | 1508 |
|
|
2025
Q3 | $3.5M | Sell |
29,325
-273
| -0.9% | -$32K | ﹤0.01% | 1503 |
|
|
2025
Q2 | $3.35M | Sell |
29,598
-499
| -2% | -$53.1K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $3.11M | Sell |
30,097
-623
| -2% | -$69.6K | ﹤0.01% | 1455 |
|
|
2024
Q4 | $3.46M | Buy |
30,720
+4,971
| +19% | +$584K | ﹤0.01% | 1410 |
|
|
2024
Q3 | $2.95M | Sell |
25,749
-766
| -3% | -$85.2K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $2.9M | Buy |
26,515
+13,813
| +109% | +$1.52M | ﹤0.01% | 1477 |
|
|
2024
Q1 | $1.44M | Buy |
12,702
+23
| +0.2% | +$2.38K | ﹤0.01% | 1957 |
|
|
2023
Q4 | $1.25M | Buy |
12,679
+186
| +1% | +$17K | ﹤0.01% | 2003 |
|
|
2023
Q3 | $1.13M | Buy |
12,493
+147
| +1% | +$13.8K | ﹤0.01% | 1976 |
|
|
2023
Q2 | $1.15M | Sell |
12,346
-54
| -0.4% | -$4.79K | ﹤0.01% | 1995 |
|
|
2023
Q1 | $1.1M | Sell |
12,400
-696
| -5% | -$61.6K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $1.11M | Sell |
13,096
-2,852
| -18% | -$245K | ﹤0.01% | 1919 |
|
|
2022
Q3 | $1.25M | Buy |
15,948
+4,150
| +35% | +$356K | ﹤0.01% | 1797 |
|
|
2022
Q2 | $932K | Sell |
11,798
-918
| -7% | -$80K | ﹤0.01% | 2047 |
|
|
2022
Q1 | $1.22M | Sell |
12,716
-26,252
| -67% | -$2.51M | ﹤0.01% | 1962 |
|
|
2021
Q4 | $4.12M | Buy |
38,968
+894
| +2% | +$93.1K | 0.01% | 1170 |
|
|
2021
Q3 | $3.75M | Buy |
38,074
+534
| +1% | +$53.8K | 0.01% | 1175 |
|
|
2021
Q2 | $3.77M | Buy |
37,540
+780
| +2% | +$77.6K | 0.01% | 1178 |
|
|
2021
Q1 | $3.57M | Buy |
36,760
+7,736
| +27% | +$738K | 0.01% | 1158 |
|
|
2020
Q4 | $2.6M | Buy |
29,024
+2,452
| +9% | +$203K | ﹤0.01% | 1232 |
|
|
2020
Q3 | $1.98M | Buy |
26,572
+354
| +1% | +$26.1K | ﹤0.01% | 1223 |
|
|
2020
Q2 | $1.82M | Buy |
26,218
+1,506
| +6% | +$96.9K | ﹤0.01% | 1208 |
|
|
2020
Q1 | $1.37M | Sell |
24,712
-368
| -1% | -$25K | ﹤0.01% | 1246 |
|
|
2019
Q4 | $1.85M | Sell |
25,080
-120
| -0.5% | -$8.55K | ﹤0.01% | 1386 |
|
|
2019
Q3 | $1.75M | Buy |
25,200
+148
| +0.6% | +$10.3K | ﹤0.01% | 1406 |
|
|
2019
Q2 | $1.75M | Sell |
25,052
-276
| -1% | -$19K | ﹤0.01% | 1436 |
|
|
2019
Q1 | $1.72M | Buy |
25,328
+1,082
| +4% | +$70.5K | ﹤0.01% | 1326 |
|
|
2018
Q4 | $1.43M | Buy |
24,246
+1,408
| +6% | +$91.4K | ﹤0.01% | 1334 |
|
|
2018
Q3 | $1.65M | Buy |
22,838
+13,480
| +144% | +$969K | ﹤0.01% | 1370 |
|
|
2018
Q2 | $650K | Buy |
9,358
+220
| +2% | +$15.2K | ﹤0.01% | 1881 |
|
|
2018
Q1 | $613K | Sell |
9,138
-316
| -3% | -$21.5K | ﹤0.01% | 1847 |
|
|
2017
Q4 | $629K | Sell |
9,454
-100
| -1% | -$6.54K | ﹤0.01% | 1784 |
|
|
2017
Q3 | $600K | Sell |
9,554
-398
| -4% | -$24.3K | ﹤0.01% | 1777 |
|
|
2017
Q2 | $605K | Sell |
9,952
-988
| -9% | -$59.3K | ﹤0.01% | 1758 |
|
|
2017
Q1 | $646K | Sell |
10,940
-3,806
| -26% | -$221K | ﹤0.01% | 1673 |
|
|
2016
Q4 | $825K | Buy |
14,746
+622
| +4% | +$33.9K | ﹤0.01% | 1492 |
|
|
2016
Q3 | $767K | Sell |
14,124
-826
| -6% | -$44.8K | ﹤0.01% | 1485 |
|
|
2016
Q2 | $781K | Sell |
14,950
-1,310
| -8% | -$66.9K | ﹤0.01% | 1501 |
|
|
2016
Q1 | $814K | Sell |
16,260
-1,400
| -8% | -$65.7K | ﹤0.01% | 1330 |
|
|
2015
Q4 | $875K | Buy |
17,660
+4,782
| +37% | +$242K | ﹤0.01% | 1370 |
|
|
2015
Q3 | $626K | Buy |
12,878
+3,270
| +34% | +$168K | ﹤0.01% | 1436 |
|
|
2015
Q2 | $502K | Buy |
9,608
+1,228
| +15% | +$64.8K | ﹤0.01% | 1685 |
|
|
2015
Q1 | $442K | Hold |
8,380
| – | – | ﹤0.01% | 1682 |
|
|
2014
Q4 | $412K | Buy |
8,380
+350
| +4% | +$16.8K | ﹤0.01% | 1710 |
|
|
2014
Q3 | $375K | Buy |
8,030
+2,020
| +34% | +$96.4K | ﹤0.01% | 1682 |
|
|
2014
Q2 | $291K | Buy |
6,010
+1,302
| +28% | +$60.5K | ﹤0.01% | 1796 |
|
|
2014
Q1 | $222K | Buy |
+4,708
| New | +$217K | ﹤0.01% | 1875 |
|
Other funds holding IVOG
VIA
MGIA
SCM
GFP
Stifel Financial's IVOG Position: Q1 2026 in Review
Stifel Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.8% in Q1 2026, buying an estimated $71.3K and bringing the position to 31,240 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.
Stifel Financial first reported a position in IVOG in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.12M in Q4 2021. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.
- Stifel Financial held 31,240 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $3.91M as of Q1 2026.
- Stifel Financial bought 559 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $71.3K.
- Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1506 holding.
- Stifel Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $4.12M in Q4 2021.
- 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.