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

Biltmore Capital 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
2021 Q4	$569K	Buy	5,380 +350	+7%	+$36.5K	0.1%	81
2021 Q3	$495K	Buy	5,030 +4	+0.1%	+$403	0.09%	86
2021 Q2	$504K	Buy	5,026 +714	+17%	+$71K	0.09%	73
2021 Q1	$419K	Sell	4,312 -1,590	-27%	-$152K	0.09%	83
2020 Q4	$528K	Sell	5,902 -1,588	-21%	-$132K	0.14%	58
2020 Q3	$558K	Buy	+7,490	New	+$553K	0.16%	49

Other funds holding IVOG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Biltmore Capital Advisors's IVOG Position: Q4 2021 in Review

Biltmore Capital Advisors increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 7% in Q4 2021, buying an estimated $36.5K and bringing the position to 5,380 shares worth $569K. The position accounts for 0.1% of the portfolio, ranked #81.

Biltmore Capital Advisors first reported a position in IVOG in Q3 2020 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

Biltmore Capital Advisors held 5,380 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $569K as of Q4 2021.
Biltmore Capital Advisors bought 350 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $36.5K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.1% of Biltmore Capital Advisors's portfolio in Q4 2021, its #81 holding.
Biltmore Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.