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 $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return