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

Cardan Capital Partners’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
2020 Q4	–	Sell	-3,912	Closed	-$292K	–	234
2020 Q3	$292K	Buy	+3,912	New	+$289K	0.04%	183
2016 Q2	–	Sell	-108,170	Closed	-$5.42M	–	107
2016 Q1	$5.42M	Buy	108,170 +39,676	+58%	+$1.86M	1.35%	26
2015 Q4	$3.39M	Buy	+68,494	New	+$3.46M	1.45%	20

Other funds holding IVOG

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cardan Capital Partners's IVOG Position: Q4 2020 in Review

Cardan Capital Partners sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2020, closing a stake of 3,912 shares — an estimated $292K sold.

Cardan Capital Partners first reported a position in IVOG in Q4 2015 and held it in 3 quarters. The position peaked at $5.42M in Q1 2016. 77 funds tracked by Wall St. Rank hold IVOG as of Q4 2020.

Cardan Capital Partners reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
Cardan Capital Partners sold 3,912 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $292K.
Cardan Capital Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 3 quarters.
Cardan Capital Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $5.42M in Q1 2016.
77 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Cardan Capital Partners's 13F filing for Q4 2020, filed 27 Jan 2021.