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

Cetera 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
2024 Q1	$343K	Buy	+3,027	New	+$313K	﹤0.01%	1842
2020 Q1	–	Sell	-2,740	Closed	-$202K	–	892
2019 Q4	$202K	Buy	+2,740	New	+$195K	0.01%	858
2019 Q2	–	Sell	-2,904	Closed	-$196K	–	1117
2019 Q1	$196K	Buy	+2,904	New	+$189K	0.01%	790
2018 Q3	–	Sell	-4,370	Closed	-$306K	–	979
2018 Q2	$306K	Buy	+4,370	New	+$302K	0.02%	663

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 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

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

Cetera Advisors's IVOG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2024: 3,027 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #1842 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IVOG as recently as Q4 2019.

Cetera Advisors first reported a position in IVOG in Q2 2018 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold IVOG as of Q1 2024.

Cetera Advisors held 3,027 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $343K as of Q1 2024.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Cetera Advisors position in Q1 2024.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1842 holding.
Cetera Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.