Insight Capital Research & Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Insight Capital Research & Management’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
2017 Q3	$1.16M	Hold	18,456	–	–	0.65%	68
2017 Q2	$1.12M	Buy	+18,456	New	+$1.11M	0.66%	67
2017 Q1	–	Sell	-18,456	Closed	-$1.03M	–	98
2016 Q4	$1.03M	Hold	18,456	–	–	0.55%	75
2016 Q3	$1M	Buy	+18,456	New	+$1M	0.45%	75

Other funds holding IVOG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Insight Capital Research & Management's IVOG Position: Q3 2017 in Review

Insight Capital Research & Management held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2017 at 18,456 shares worth $1.16M. The position accounts for 0.65% of the portfolio, ranked #68.

Insight Capital Research & Management first reported a position in IVOG in Q3 2016 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold IVOG as of Q3 2017.

Insight Capital Research & Management held 18,456 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $1.16M as of Q3 2017.
Insight Capital Research & Management left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2017.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.65% of Insight Capital Research & Management's portfolio in Q3 2017, its #68 holding.
Insight Capital Research & Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2016 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.