Bank of Montreal
IVOG icon

Bank of Montreal’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bank of Montreal’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
2021
Q3 		– Sell
-50
Closed -$5K – 3882
2021
Q2 		$5K Buy
+50
New +$4.97K ﹤0.01% 3590

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal's IVOG Position: Q3 2021 in Review

Bank of Montreal sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2021, closing a stake of 50 shares — an estimated $5K sold.

Bank of Montreal first reported a position in IVOG in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 84 funds tracked by Wall St. Rank hold IVOG as of Q3 2021.

  • Bank of Montreal reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Bank of Montreal sold 50 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $5K.
  • Bank of Montreal first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2021 and held it in 1 quarter.
  • Bank of Montreal's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $5K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Bank of Montreal's 13F filing for Q3 2021, filed 12 Nov 2021.