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Advisor Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Advisor Group’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$613K Buy
9,416
+758
+9% +$47.9K ﹤0.01% 1528
2019
Q3 		$534K Sell
8,658
-702
-8% -$42.4K ﹤0.01% 1570
2019
Q2 		$574K Sell
9,360
-246
-3% -$14.9K ﹤0.01% 1525
2019
Q1 		$576K Buy
9,606
+230
+2% +$13.6K ﹤0.01% 1486
2018
Q4 		$493K Buy
9,376
+4,448
+90% +$261K ﹤0.01% 1412
2018
Q3 		$318K Buy
4,928
+1,904
+63% +$122K ﹤0.01% 1821
2018
Q2 		$187K Sell
3,024
-2,764
-48% -$169K ﹤0.01% 2028
2018
Q1 		$342K Buy
5,788
+2,424
+72% +$146K ﹤0.01% 1589
2017
Q4 		$204K Sell
3,364
-21,662
-87% -$1.3M ﹤0.01% 1987
2017
Q3 		$1.47M Buy
25,026
+2,120
+9% +$120K 0.02% 629
2017
Q2 		$1.3M Buy
22,906
+8,654
+61% +$487K 0.02% 626
2017
Q1 		$806K Buy
14,252
+5,734
+67% +$323K 0.02% 808
2016
Q4 		$470K Buy
8,518
+7,888
+1,252% +$417K 0.01% 1056
2016
Q3 		$32K Buy
630
+598
+1,869% +$30.1K ﹤0.01% 2851
2016
Q2 		$1K Buy
+32
New +$1.53K ﹤0.01% 4232

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 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

Advisor Group's IVOV Position: Q4 2019 in Review

Advisor Group increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 8.8% in Q4 2019, buying an estimated $47.9K and bringing the position to 9,416 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Advisor Group first reported a position in IVOV in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2017. 71 funds tracked by Wall St. Rank hold IVOV as of Q4 2019.

  • Advisor Group held 9,416 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $613K as of Q4 2019.
  • Advisor Group bought 758 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $47.9K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1528 holding.
  • Advisor Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.47M in Q3 2017.
  • 71 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.