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

Strata Wealth 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 Q3	$326K	Buy	+2,383	New	+$337K	0.08%	70

Other funds holding IVOG

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Strata Wealth Advisors's IVOG Position: Q3 2026 in Review

Strata Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2026: 2,383 shares worth $326K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings.

25 funds tracked by Wall St. Rank hold IVOG as of Q3 2026.

Strata Wealth Advisors held 2,383 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $326K as of Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Strata Wealth Advisors position in Q3 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.08% of Strata Wealth Advisors's portfolio in Q3 2026, its #70 holding.
25 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.