Eaton Vance Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-1,194	Closed	-$126K	–	2266
2021 Q4	$126K	Buy	1,194 +6	+0.5%	+$625	﹤0.01%	1745
2021 Q3	$117K	Hold	1,188	–	–	﹤0.01%	1410
2021 Q2	$119K	Hold	1,188	–	–	﹤0.01%	1831
2021 Q1	$115K	Buy	+1,188	New	+$113K	﹤0.01%	1574

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

KAS

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

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

Eaton Vance Management's IVOG Position: Q1 2022 in Review

Eaton Vance Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 1,194 shares — an estimated $126K sold.

Eaton Vance Management first reported a position in IVOG in Q1 2021 and held it in 4 quarters. The position peaked at $126K in Q4 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

Eaton Vance Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 1,194 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $126K.
Eaton Vance Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $126K in Q4 2021.
86 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.