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

Jefferies Group’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
2020 Q3	–	Sell	-50,000	Closed	-$3.48K	–	1449
2020 Q2	$3.48K	Buy	+50,000	New	+$3.22M	0.04%	372
2019 Q2	–	Sell	-100,000	Closed	-$6.77M	–	2691
2019 Q1	$6.77M	Buy	+100,000	New	+$6.51M	0.06%	330
2015 Q3	–	Sell	-100,000	Closed	-$5.23M	–	2652
2015 Q2	$5.23M	Sell	100,000 -100,000	-50%	-$5.27M	0.03%	495
2015 Q1	$10.5M	Buy	+200,000	New	+$10.2M	0.06%	229

Other funds holding IVOG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

Jefferies Group's IVOG Position: Q3 2020 in Review

Jefferies Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2020, closing a stake of 50,000 shares — an estimated $3.48K sold.

Jefferies Group first reported a position in IVOG in Q1 2015 and held it in 4 quarters. The position peaked at $10.5M in Q1 2015. 70 funds tracked by Wall St. Rank hold IVOG as of Q3 2020.

Jefferies Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
Jefferies Group sold 50,000 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $3.48K.
Jefferies Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 4 quarters.
Jefferies Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $10.5M in Q1 2015.
70 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Jefferies Group's 13F filing for Q3 2020, filed 13 Nov 2020.