FHC
IVOG icon

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

First Heartland Consultants’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
2013
Q3 		– Sell
-3,846
Closed -$152K – 293
2013
Q2 		$152K Buy
+3,846
New +$153K 0.09% 214

Other funds holding IVOG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

First Heartland Consultants's IVOG Position: Q3 2013 in Review

First Heartland Consultants sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2013, closing a stake of 3,846 shares — an estimated $152K sold.

First Heartland Consultants first reported a position in IVOG in Q2 2013 and held it in 1 quarter. The position peaked at $152K in Q2 2013. 12 funds tracked by Wall St. Rank hold IVOG as of Q3 2013.

  • First Heartland Consultants reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 3,846 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2013, an estimated $152K.
  • First Heartland Consultants first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $152K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.