Sierra Capital’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Sierra Capital’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	$384K	Hold	2,628	–	–	0.04%	185
2026 Q1	$329K	Hold	2,628	–	–	0.04%	190
2025 Q4	$316K	Hold	2,628	–	–	0.03%	175
2025 Q3	$314K	Hold	2,628	–	–	0.03%	190
2025 Q2	$297K	Buy	+2,628	New	+$279K	0.03%	190

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

Sierra Capital's IVOG Position: Q2 2026 in Review

Sierra Capital held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 2,628 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #185.

Sierra Capital first reported a position in IVOG in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Sierra Capital held 2,628 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $384K as of Q2 2026.
Sierra Capital left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.04% of Sierra Capital's portfolio in Q2 2026, its #185 holding.
Sierra Capital first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.