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

Next Financial 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
2021 Q4	$203K	Hold	1,918	–	–	0.01%	889
2021 Q3	$189K	Buy	1,918 +1,398	+269%	+$141K	0.01%	862
2021 Q2	$52K	Hold	520	–	–	﹤0.01%	1370
2021 Q1	$51K	Buy	520 +258	+98%	+$24.6K	﹤0.01%	1271
2020 Q4	$23K	Hold	262	–	–	﹤0.01%	1490
2020 Q3	$20K	Buy	+262	New	+$19.3K	﹤0.01%	1404
2020 Q2	–	Sell	-220	Closed	-$12K	–	1235
2020 Q1	$12K	Hold	220	–	–	﹤0.01%	1469
2019 Q4	$16K	Hold	220	–	–	﹤0.01%	1605
2019 Q3	$15K	Hold	220	–	–	﹤0.01%	1552
2019 Q2	$15K	Buy	+220	New	+$15.1K	﹤0.01%	1561
2019 Q1	–	Sell	-220	Closed	-$13K	–	1875
2018 Q4	$13K	Buy	+220	New	+$14.3K	﹤0.01%	1257
2017 Q3	–	Sell	-7,720	Closed	-$469K	–	1858
2017 Q2	$469K	Buy	7,720 +7,520	+3,760%	+$451K	0.11%	194
2017 Q1	$12K	Hold	200	–	–	﹤0.01%	1212
2016 Q4	$11K	Hold	200	–	–	﹤0.01%	1605
2016 Q3	$11K	Buy	+200	New	+$10.8K	﹤0.01%	1611

Other funds holding IVOG

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

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

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

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

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

KAS

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

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Next Financial Group's IVOG Position: Q4 2021 in Review

Next Financial Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q4 2021 at 1,918 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #889.

Next Financial Group first reported a position in IVOG in Q3 2016 and has held it in 15 quarters since. The position peaked at $469K in Q2 2017. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

Next Financial Group held 1,918 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $203K as of Q4 2021.
Next Financial Group left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2021.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #889 holding.
Next Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2016 and has held it in 15 quarters since.
Next Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $469K in Q2 2017.
95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.