IVOG β€” VANGUARD S&P MID-CAP 400 GROWTH ETF

Ownership history in Goodman Financial Corp  Β·  3 quarters on record

AI Ownership Summary

Goodman Financial Corp reported VANGUARD S&P MID-CAP 400 GROWTH ETF (IVOG) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows IVOG at 0.33% 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.

What this IVOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goodman Financial Corp'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
2025 Q4

IVOG was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% 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
2025 Q2 to 2025 Q4

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 Goodman Financial Corp held IVOG β€” position size vs. price
% of Fund (quarterly)    IVOG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,542 +23 +0.2% 0.33% $1.7M 2026-02-14 (Est.) $129.50
2025 Q3 ADDED 14,519 +241 +1.7% 0.34% $1.7M 2025-11-10 $119.73
2025 Q2 INITIATED 14,278 β€” β€” 0.32% $1.6M 2025-08-11 $113.39

FAQ About Goodman Financial Corp and IVOG

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

How long has Goodman Financial Corp reported owning IVOG?

Goodman Financial Corp reported IVOG across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IVOG position in Goodman Financial Corp's portfolio?

The largest reported portfolio weight for IVOG was 0.34% in 2025 Q3.

What is the latest reported IVOG position on this page?

The most recent filing on this page is 2025 Q4, when Goodman Financial Corp reported 14,542 shares, equal to 0.33% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IVOG ownership page compare?

The chart compares Goodman Financial Corp'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.

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