Farther Finance Advisors, LLC IVOG — VANGUARD S&P MID-CAP 400 GROWTH ETF

Ownership history in Farther Finance Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported VANGUARD S&P MID-CAP 400 GROWTH ETF (IVOG) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows IVOG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in VANGUARD S&P MID-CAP 400 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IVOG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held IVOG — position size vs. price
% of Fund (quarterly)    IVOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,194 +1 +0.0% 0.00% $300K 2026-10-08 $138.36
2026 Q2 ADDED — — — 2,193 +132 +6.4% 0.00% $319K 2026-07-17 $140.10
2026 Q1 ADDED — — — 2,061 +413 +25.1% 0.00% $261K 2026-04-07 $126.82
2025 Q4 UNCHANGED — — — 1,648 — 0% 0.00% $198K 2026-01-23 $127.71
2025 Q3 ADDED — — — 1,648 +985 +148.6% 0.00% $197K 2025-10-14 $118.40
2025 Q2 UNCHANGED — — — 663 — 0% 0.00% $75K 2025-07-11 $114.03
2025 Q1 ADDED — — — 663 +184 +38.4% 0.00% $69K 2025-04-14 $98.44
2024 Q4 UNCHANGED — — — 479 — 0% 0.00% $54K 2025-02-10 $115.94
2024 Q3 UNCHANGED — — — 479 — 0% 0.00% $55K 2024-10-29 $113.40
2024 Q2 ADDED — — — 479 +382 +393.8% 0.00% $52K 2024-07-31 $112.76
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and IVOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning IVOG?

Farther Finance Advisors, LLC reported IVOG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IVOG position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for IVOG was 0.00% in 2025 Q3.

What is the latest reported IVOG position on this page?

The most recent filing on this page is 2026 Q3, when Farther Finance Advisors, LLC reported 2,194 shares, equal to 0.00% of portfolio, with an estimated market value of $300K.

What does the chart on this IVOG ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly IVOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their IVOG position?

Based on 13F filing dates vs. subsequent IVOG price moves, Farther Finance Advisors, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on IVOG relative to SPY over the holding period was +899.5%.

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