UBS AM
IVOG icon

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

UBS AM’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
Q2 		– Sell
-956
Closed -$120K – 3803
2026
Q1 		$120K Hold
956
– – ﹤0.01% 2817
2025
Q4 		$115K Buy
+956
New +$115K ﹤0.01% 2513

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM's IVOG Position: Q2 2026 in Review

UBS AM sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 956 shares — an estimated $120K sold.

UBS AM first reported a position in IVOG in Q4 2025 and held it in 2 quarters. The position peaked at $120K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

  • UBS AM reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • UBS AM sold 956 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $120K.
  • UBS AM first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 2 quarters.
  • UBS AM's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $120K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.