Weinberger Asset Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Weinberger Asset Management’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	$250K	Hold	2,000	–	–	0.09%	85
2025 Q4	$240K	Buy	2,000 +12	+0.6%	+$1.44K	0.09%	87
2025 Q3	$237K	Sell	1,988 -173	-8%	-$20.3K	0.09%	80
2025 Q2	$244K	Hold	2,161	–	–	0.09%	80
2025 Q1	$223K	Hold	2,161	–	–	0.1%	77
2024 Q4	$243K	Buy	2,161 +17	+0.8%	+$2K	0.1%	76
2024 Q3	$246K	Hold	2,144	–	–	0.1%	77
2024 Q2	$235K	Hold	2,144	–	–	0.11%	80
2024 Q1	$243K	Hold	2,144	–	–	0.12%	75
2023 Q4	$211K	Buy	+2,144	New	+$196K	0.11%	79

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

Weinberger Asset Management's IVOG Position: Q1 2026 in Review

Weinberger Asset Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 2,000 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #85.

Weinberger Asset Management first reported a position in IVOG in Q4 2023 and has held it in 10 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Weinberger Asset Management held 2,000 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $250K as of Q1 2026.
Weinberger Asset Management 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 0.09% of Weinberger Asset Management's portfolio in Q1 2026, its #85 holding.
Weinberger Asset Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.