D.A. Davidson & Co’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

D.A. Davidson & Co’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
2023 Q4	–	Sell	-32,548	Closed	-$2.94M	–	1400
2023 Q3	$2.94M	Buy	32,548 +44	+0.1%	+$4.13K	0.03%	376
2023 Q2	$3.04M	Sell	32,504 -240	-0.7%	-$21.3K	0.03%	377
2023 Q1	$2.91M	Sell	32,744 -168	-0.5%	-$14.9K	0.03%	379
2022 Q4	$2.79M	Buy	+32,912	New	+$2.82M	0.03%	369

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

SCM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KAS

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

D.A. Davidson & Co's IVOG Position: Q4 2023 in Review

D.A. Davidson & Co sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2023, closing a stake of 32,548 shares — an estimated $2.94M sold.

D.A. Davidson & Co first reported a position in IVOG in Q4 2022 and held it in 4 quarters. The position peaked at $3.04M in Q2 2023. 101 funds tracked by Wall St. Rank hold IVOG as of Q4 2023.

D.A. Davidson & Co reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
D.A. Davidson & Co sold 32,548 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $2.94M.
D.A. Davidson & Co first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 4 quarters.
D.A. Davidson & Co's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $3.04M in Q2 2023.
101 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on D.A. Davidson & Co's 13F filing for Q4 2023, filed 9 Feb 2024.