Cary Street Partners Investment Advisory’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-34,347	Closed	-$3.94M	–	630
2024 Q3	$3.94M	Buy	34,347 +7,769	+29%	+$864K	0.15%	161
2024 Q2	$2.91M	Buy	26,578 +6,499	+32%	+$714K	0.12%	190
2024 Q1	$2.28M	Buy	20,079 +13,247	+194%	+$1.37M	0.1%	226
2023 Q4	$671K	Buy	6,832 +5,798	+561%	+$531K	0.03%	374
2023 Q3	$93.4K	Buy	1,034 +973	+1,595%	+$91.4K	0.01%	720
2023 Q2	$5.7K	Hold	61	–	–	﹤0.01%	1375
2023 Q1	$5.42K	Buy	+61	New	+$5.4K	﹤0.01%	1304

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's IVOG Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2024, closing a stake of 34,347 shares — an estimated $3.94M sold.

Cary Street Partners Investment Advisory first reported a position in IVOG in Q1 2023 and held it in 7 quarters. The position peaked at $3.94M in Q3 2024. 144 funds tracked by Wall St. Rank hold IVOG as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 34,347 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $3.94M.
Cary Street Partners Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 7 quarters.
Cary Street Partners Investment Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $3.94M in Q3 2024.
144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.