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

Kiely Wealth Advisory 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
2024
Q4 		$210K Buy
1,799
+14
+0.8% +$1.64K 0.14% 58
2024
Q3 		$215K Buy
1,785
+199
+13% +$22.1K 0.14% 57
2024
Q2 		$171K Buy
1,586
+601
+61% +$66K 0.09% 54
2024
Q1 		$107K Buy
+985
New +$102K 0.06% 71

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's IVOG Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.78% in Q4 2024, buying an estimated $1.64K and bringing the position to 1,799 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #58.

Kiely Wealth Advisory Group first reported a position in IVOG in Q1 2024 and has held it in 4 quarters since. The position peaked at $215K in Q3 2024. 144 funds tracked by Wall St. Rank hold IVOG as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,799 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $210K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 14 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $1.64K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.14% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #58 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Kiely Wealth Advisory Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $215K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.