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

ETFidea’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 Q3	$785K	Sell	6,846 -176	-3%	-$19.6K	0.25%	60
2024 Q2	$769K	Sell	7,022 -738	-10%	-$81K	0.26%	59
2024 Q1	$880K	Hold	7,760	–	–	0.3%	54
2023 Q4	$762K	Hold	7,760	–	–	0.29%	55
2023 Q3	$701K	Hold	7,760	–	–	0.3%	53
2023 Q2	$726K	Sell	7,760 -196	-2%	-$17.4K	0.3%	54
2023 Q1	$707K	Hold	7,956	–	–	0.31%	53
2022 Q4	$674K	Sell	7,956 -120	-1%	-$10.3K	0.31%	54
2022 Q3	$635K	Hold	8,076	–	–	0.33%	49
2022 Q2	$638K	Sell	8,076 -180	-2%	-$15.7K	0.32%	52
2022 Q1	$794K	Sell	8,256 -104	-1%	-$9.95K	0.34%	48
2021 Q4	$884K	Buy	+8,360	New	+$871K	0.36%	45

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

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 $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

ETFidea's IVOG Position: Q3 2024 in Review

ETFidea reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 2.5% in Q3 2024, selling an estimated $19.6K and leaving 6,846 shares worth $785K. The position accounts for 0.25% of the portfolio, ranked #60.

ETFidea first reported a position in IVOG in Q4 2021 and has held it in 12 quarters since. The position peaked at $884K in Q4 2021. 138 funds tracked by Wall St. Rank hold IVOG as of Q3 2024.

ETFidea held 6,846 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $785K as of Q3 2024.
ETFidea sold 176 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $19.6K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.25% of ETFidea's portfolio in Q3 2024, its #60 holding.
ETFidea first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 12 quarters since.
ETFidea's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $884K in Q4 2021.
138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.