Sequoia Financial Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Sequoia Financial Advisors’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	$670K	Sell	4,576 -53	-1%	-$7.32K	﹤0.01%	1145
2026 Q1	$579K	Hold	4,629	–	–	﹤0.01%	1188
2025 Q4	$556K	Buy	4,629 +4	+0.1%	+$480	﹤0.01%	1221
2025 Q3	$553K	Buy	4,625 +2,830	+158%	+$332K	﹤0.01%	1081
2025 Q2	$203K	Buy	+1,795	New	+$191K	﹤0.01%	1481
2025 Q1	–	Sell	-1,794	Closed	-$202K	–	1419
2024 Q4	$202K	Buy	1,794 +5	+0.3%	+$587	﹤0.01%	1221
2024 Q3	$205K	Buy	+1,789	New	+$199K	﹤0.01%	1157

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

Sequoia Financial Advisors's IVOG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.1% in Q2 2026, selling an estimated $7.32K and leaving 4,576 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Sequoia Financial Advisors first reported a position in IVOG in Q3 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Sequoia Financial Advisors held 4,576 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $670K as of Q2 2026.
Sequoia Financial Advisors sold 53 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7.32K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1145 holding.
Sequoia Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.