Ladenburg Thalmann Financial Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$607K	Buy	15,034 +4,360	+41%	+$311K	﹤0.01%	1651
2019 Q3	$744K	Sell	10,674 -788	-7%	-$55K	0.01%	1448
2019 Q2	$804K	Buy	11,462 +114	+1%	+$7.83K	0.01%	1377
2019 Q1	$769K	Buy	11,348 +130	+1%	+$8.47K	0.01%	1364
2018 Q4	$661K	Sell	11,218 -112	-1%	-$7.27K	0.01%	1334
2018 Q3	$820K	Buy	11,330 +1,770	+19%	+$127K	0.01%	1250
2018 Q2	$646K	Hold	9,560	–	–	0.01%	1368
2018 Q1	$646K	Sell	9,560 -599,568	-98%	-$40.9M	0.01%	1368
2017 Q4	$40.5M	Buy	609,128 +598,320	+5,536%	+$39.1M	0.39%	51
2017 Q3	$678K	Buy	10,808 +2,116	+24%	+$129K	0.01%	1249
2017 Q2	$529K	Sell	8,692 -1,788	-17%	-$107K	0.01%	1350
2017 Q1	$617K	Sell	10,480 -5,612	-35%	-$326K	0.01%	1184
2016 Q4	$901K	Buy	16,092 +290	+2%	+$15.8K	0.01%	900
2016 Q3	$856K	Buy	15,802 +12,182	+337%	+$661K	0.01%	878
2016 Q2	$189K	Buy	3,620 +108	+3%	+$5.52K	﹤0.01%	1717
2016 Q1	$176K	Buy	3,512 +42	+1%	+$1.97K	﹤0.01%	1691
2015 Q4	$172K	Sell	3,470 -1,566	-31%	-$79.2K	﹤0.01%	1678
2015 Q3	$245K	Sell	5,036 -666	-12%	-$34.3K	0.01%	1347
2015 Q2	$298K	Buy	5,702 +2,946	+107%	+$155K	0.01%	1338
2015 Q1	$145K	Buy	2,756 +160	+6%	+$8.13K	﹤0.01%	1810
2014 Q4	$127K	Buy	2,596 +2	+0.1%	+$96	﹤0.01%	1739
2014 Q3	$121K	Buy	2,594 +200	+8%	+$9.54K	﹤0.01%	1496
2014 Q2	$116K	Hold	2,394	–	–	﹤0.01%	1511
2014 Q1	$113K	Hold	2,394	–	–	﹤0.01%	1439
2013 Q4	$110K	Hold	2,394	–	–	﹤0.01%	1420
2013 Q3	$102K	Sell	2,394 -2,322	-49%	-$97.1K	﹤0.01%	1385
2013 Q2	$187K	Buy	+4,716	New	+$187K	0.01%	1001

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

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

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

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

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

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

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

Ladenburg Thalmann Financial Services's IVOG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 41% in Q4 2019, buying an estimated $311K and bringing the position to 15,034 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Ladenburg Thalmann Financial Services first reported a position in IVOG in Q2 2013 and has held it in 27 quarters since. The position peaked at $40.5M in Q4 2017. 74 funds tracked by Wall St. Rank hold IVOG as of Q4 2019.

Ladenburg Thalmann Financial Services held 15,034 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $607K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,360 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $311K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1651 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $40.5M in Q4 2017.
74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.