Corient Private Wealth
IVOG icon

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
Q1 		$960K Sell
7,676
-3,816
-33% -$487K ﹤0.01% 1685
2025
Q4 		$1.38M Buy
11,492
+5,848
+104% +$702K ﹤0.01% 1718
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 $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

Corient Private Wealth's IVOG Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 33% in Q1 2026, selling an estimated $487K and leaving 7,676 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Corient Private Wealth first reported a position in IVOG in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2025. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Corient Private Wealth held 7,676 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $960K as of Q1 2026.
  • Corient Private Wealth sold 3,816 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $487K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1685 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 5 quarters since.
  • Corient Private Wealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.38M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.