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

Whittier Trust’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 		$9.25K Sell
73
-78
-52% -$9.95K ﹤0.01% 1139
2025
Q4 		$19K Hold
151
– – ﹤0.01% 1037
2025
Q3 		$18.1K Buy
151
+1
+0.7% +$117 ﹤0.01% 1020
2025
Q2 		$17K Hold
150
– – ﹤0.01% 1142
2025
Q1 		$15.5K Hold
150
– – ﹤0.01% 1153
2024
Q4 		$16.9K Buy
+150
New +$17.6K ﹤0.01% 1147

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

Whittier Trust's IVOG Position: Q1 2026 in Review

Whittier Trust reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 52% in Q1 2026, selling an estimated $9.95K and leaving 73 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Whittier Trust first reported a position in IVOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $19K in Q4 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Whittier Trust held 73 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $9.25K as of Q1 2026.
  • Whittier Trust sold 78 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $9.95K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1139 holding.
  • Whittier Trust first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Whittier Trust's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $19K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.