Wealthspire Advisors (New York)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-842	Closed	-$101K	–	1964
2025 Q3	$101K	Buy	+842	New	+$98.7K	﹤0.01%	1012
2025 Q1	–	Sell	-4,955	Closed	-$558K	–	810
2024 Q4	$558K	Sell	4,955 -28	-0.6%	-$3.29K	0.01%	488
2024 Q3	$571K	Sell	4,983 -845	-14%	-$94K	0.01%	463
2024 Q2	$638K	Buy	5,828 +3,873	+198%	+$425K	0.01%	383
2024 Q1	$222K	Buy	+1,955	New	+$202K	﹤0.01%	577

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s IVOG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2025, closing a stake of 842 shares — an estimated $101K sold.

Wealthspire Advisors (New York) first reported a position in IVOG in Q1 2024 and held it in 5 quarters. The position peaked at $638K in Q2 2024. 172 funds tracked by Wall St. Rank hold IVOG as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 842 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $101K.
Wealthspire Advisors (New York) first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $638K in Q2 2024.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.