VWA
IVOG icon

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

VSM Wealth Advisory’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 		$245K Hold
1,956
– – 0.07% 99
2025
Q4 		$235K Buy
+1,956
New +$235K 0.07% 96

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

VSM Wealth Advisory's IVOG Position: Q1 2026 in Review

VSM Wealth Advisory held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 1,956 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #99.

VSM Wealth Advisory first reported a position in IVOG in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • VSM Wealth Advisory held 1,956 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $245K as of Q1 2026.
  • VSM Wealth Advisory 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 0.07% of VSM Wealth Advisory's portfolio in Q1 2026, its #99 holding.
  • VSM Wealth Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.