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

IFP 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
2024
Q1 		– Sell
-280
Closed -$27.5K – 3183
2023
Q4 		$27.5K Sell
280
-170
-38% -$15.6K ﹤0.01% 1791
2023
Q3 		$40.6K Hold
450
– – ﹤0.01% 1641
2023
Q2 		$42.1K Buy
450
+280
+165% +$24.8K ﹤0.01% 1684
2023
Q1 		$23.8K Sell
170
-50
-23% -$4.42K ﹤0.01% 1941
2022
Q4 		$15K Sell
220
-282
-56% -$24.2K ﹤0.01% 3112
2022
Q3 		$35K Hold
502
– – ﹤0.01% 2651
2022
Q2 		$35K Hold
502
– – ﹤0.01% 2417
2022
Q1 		$35K Hold
502
– – ﹤0.01% 2417
2021
Q4 		$53K Hold
502
– – ﹤0.01% 1526
2021
Q3 		$50K Hold
502
– – ﹤0.01% 1572
2021
Q2 		$50K Hold
502
– – ﹤0.01% 1520
2021
Q1 		$49K Buy
502
+282
+128% +$26.9K ﹤0.01% 1478
2020
Q4 		$20K Hold
220
– – ﹤0.01% 1803
2020
Q3 		$16K Hold
220
– – ﹤0.01% 1733
2020
Q2 		$15K Buy
220
+130
+144% +$8.37K ﹤0.01% 1667
2020
Q1 		$5K Sell
90
-416
-82% -$28.3K ﹤0.01% 2062
2019
Q4 		$38K Buy
+506
New +$36.1K ﹤0.01% 1365
2019
Q1 		– Sell
-326
Closed -$19K – 2878
2018
Q4 		$19K Buy
326
+38
+13% +$2.47K ﹤0.01% 2171
2018
Q3 		$21K Hold
288
– – ﹤0.01% 2429
2018
Q2 		$20K Buy
288
+162
+129% +$11.2K ﹤0.01% 2466
2018
Q1 		$8K Hold
126
– – ﹤0.01% 2925
2017
Q4 		$8K Hold
126
– – ﹤0.01% 2970
2017
Q3 		$8K Hold
126
– – ﹤0.01% 3153
2017
Q2 		$8K Hold
126
– – ﹤0.01% 3162
2017
Q1 		$7K Hold
126
– – ﹤0.01% 3126
2016
Q4 		$7K Hold
126
– – ﹤0.01% 3124
2016
Q3 		$7K Hold
126
– – ﹤0.01% 3056
2016
Q2 		$7K Buy
+126
New +$6.44K ﹤0.01% 2946
2016
Q1 		– Sell
-126
Closed -$6K – 2884
2015
Q4 		$6K Buy
+126
New +$6.37K ﹤0.01% 2863

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's IVOG Position: Q1 2024 in Review

IFP Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2024, closing a stake of 280 shares — an estimated $27.5K sold.

IFP Advisors first reported a position in IVOG in Q4 2015 and held it in 29 quarters. The position peaked at $53K in Q4 2021. 122 funds tracked by Wall St. Rank hold IVOG as of Q1 2024.

  • IFP Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 280 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $27.5K.
  • IFP Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 29 quarters.
  • IFP Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $53K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.