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

B. Riley 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
2018
Q1 		– Sell
-26,230
Closed -$1.75M – 690
2017
Q4 		$1.75M Buy
+26,230
New +$1.71M 0.24% 115

Other funds holding IVOG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

B. Riley Wealth Advisors's IVOG Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2018, closing a stake of 26,230 shares — an estimated $1.75M sold.

B. Riley Wealth Advisors first reported a position in IVOG in Q4 2017 and held it in 1 quarter. The position peaked at $1.75M in Q4 2017. 63 funds tracked by Wall St. Rank hold IVOG as of Q1 2018.

  • B. Riley Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 26,230 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $1.75M.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.75M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.