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

Hoover Financial Advisors’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
2021
Q2 		$9K Hold
90
– – ﹤0.01% 489
2021
Q1 		$9K Buy
90
+50
+125% +$4.77K ﹤0.01% 440
2020
Q4 		$4K Buy
+40
New +$3.32K ﹤0.01% 471

Other funds holding IVOG

Mariner
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hoover Financial Advisors's IVOG Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2021 at 90 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Hoover Financial Advisors first reported a position in IVOG in Q4 2020 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold IVOG as of Q2 2021.

  • Hoover Financial Advisors held 90 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $9K as of Q2 2021.
  • Hoover Financial Advisors left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2021.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #489 holding.
  • Hoover Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.