Madison Asset Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Madison Asset 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
2022 Q1	–	Sell	-75,004	Closed	-$7.93M	–	317
2021 Q4	$7.93M	Sell	75,004 -17,002	-18%	-$1.77M	0.1%	138
2021 Q3	$9.06M	Sell	92,006 -116,466	-56%	-$11.7M	0.12%	131
2021 Q2	$20.9M	Sell	208,472 -83,768	-29%	-$8.33M	0.28%	103
2021 Q1	$28.4M	Buy	292,240 +113,948	+64%	+$10.9M	0.4%	87
2020 Q4	$15.9M	Buy	+178,292	New	+$14.8M	0.23%	107

Other funds holding IVOG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madison Asset Management's IVOG Position: Q1 2022 in Review

Madison Asset Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 75,004 shares — an estimated $7.93M sold.

Madison Asset Management first reported a position in IVOG in Q4 2020 and held it in 5 quarters. The position peaked at $28.4M in Q1 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

Madison Asset Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Madison Asset Management sold 75,004 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $7.93M.
Madison Asset Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 5 quarters.
Madison Asset Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $28.4M in Q1 2021.
86 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Madison Asset Management's 13F filing for Q1 2022, filed 12 May 2022.