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

Glenmede Trust’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	–	Sell	-484	Closed	-$47.5K	–	1365
2023 Q4	$47.5K	Hold	484	–	–	﹤0.01%	1229
2023 Q3	$43.7K	Sell	484 -968	-67%	-$90.9K	﹤0.01%	1183
2023 Q2	$129K	Hold	1,452	–	–	﹤0.01%	1143
2023 Q1	$129K	Hold	1,452	–	–	﹤0.01%	1149
2022 Q4	$123K	Hold	1,452	–	–	﹤0.01%	1135
2022 Q3	$114K	Hold	1,452	–	–	﹤0.01%	1130
2022 Q2	$114K	Sell	1,452 -268	-16%	-$23.4K	﹤0.01%	1143
2022 Q1	$165K	Buy	+1,720	New	+$165K	﹤0.01%	1155
2020 Q4	–	Sell	-84	Closed	-$6K	–	1729
2020 Q3	$6K	Hold	84	–	–	﹤0.01%	2046
2020 Q2	$5K	Hold	84	–	–	﹤0.01%	2075
2020 Q1	$6K	Hold	84	–	–	﹤0.01%	2619
2019 Q4	$6K	Hold	84	–	–	﹤0.01%	2619
2019 Q3	$5	Hold	84	–	–	﹤0.01%	2631
2019 Q2	$5	Hold	84	–	–	﹤0.01%	2623
2019 Q1	$5	Hold	84	–	–	﹤0.01%	2608
2018 Q4	$4	Buy	+84	New	+$5.45K	﹤0.01%	2605
2018 Q2	–	Sell	-84	Closed	-$5K	–	2122
2018 Q1	$5K	Hold	84	–	–	﹤0.01%	2398
2017 Q4	$5K	Buy	+84	New	+$5.49K	﹤0.01%	2398

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

Glenmede Trust's IVOG Position: Q1 2024 in Review

Glenmede Trust sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2024, closing a stake of 484 shares — an estimated $47.5K sold.

Glenmede Trust first reported a position in IVOG in Q4 2017 and held it in 18 quarters. The position peaked at $165K in Q1 2022. 122 funds tracked by Wall St. Rank hold IVOG as of Q1 2024.

Glenmede Trust reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Glenmede Trust sold 484 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $47.5K.
Glenmede Trust first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 18 quarters.
Glenmede Trust's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $165K in Q1 2022.
122 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Glenmede Trust's 13F filing for Q1 2024, filed 15 May 2024.