Truist Financial’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Truist Financial’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	$217K	Buy	1,736 +50	+3%	+$6.38K	﹤0.01%	2599
2025 Q4	$203K	Sell	1,686 -3	-0.2%	-$360	﹤0.01%	2598
2025 Q3	$202K	Buy	+1,689	New	+$198K	﹤0.01%	2554
2020 Q3	–	Sell	-22,164	Closed	-$1.54M	–	2493
2020 Q2	$1.54M	Buy	22,164 +746	+3%	+$48K	﹤0.01%	1131
2020 Q1	$1.18M	Buy	21,418 +810	+4%	+$55.1K	﹤0.01%	1200
2019 Q4	$1.51M	Buy	+20,608	New	+$1.47M	﹤0.01%	1259

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

Truist Financial's IVOG Position: Q1 2026 in Review

Truist Financial increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 3% in Q1 2026, buying an estimated $6.38K and bringing the position to 1,736 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Truist Financial first reported a position in IVOG in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2020. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Truist Financial held 1,736 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $217K as of Q1 2026.
Truist Financial bought 50 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $6.38K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2599 holding.
Truist Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 6 quarters since.
Truist Financial's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.54M in Q2 2020.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.