Corient Private Wealth’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Corient Private Wealth’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 Q2	$491K	Sell	3,356 -4,320	-56%	-$597K	﹤0.01%	2241
2026 Q1	$960K	Buy	7,676 +34	+0.4%	+$4.34K	﹤0.01%	1685
2025 Q4	$919K	Buy	7,642 +1,998	+35%	+$240K	﹤0.01%	1555
2025 Q3	$674K	Buy	+5,644	New	+$662K	﹤0.01%	1634
2025 Q1	–	Sell	-1,953	Closed	-$220K	–	2367
2024 Q4	$220K	Sell	1,953 -441	-18%	-$51.8K	﹤0.01%	2065
2024 Q3	$274K	Buy	+2,394	New	+$266K	﹤0.01%	2051

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 $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth's IVOG Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 56% in Q2 2026, selling an estimated $597K and leaving 3,356 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Corient Private Wealth first reported a position in IVOG in Q3 2024 and has held it in 6 quarters since. The position peaked at $960K in Q1 2026. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Corient Private Wealth held 3,356 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $491K as of Q2 2026.
Corient Private Wealth sold 4,320 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $597K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2241 holding.
Corient Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 6 quarters since.
Corient Private Wealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $960K in Q1 2026.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.