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

Rehmann Capital 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
2021 Q1	–	Sell	-27,102	Closed	-$2.42M	–	524
2020 Q4	$2.42M	Buy	27,102 +2,934	+12%	+$243K	0.27%	68
2020 Q3	$1.8M	Buy	24,168 +2,728	+13%	+$201K	0.23%	83
2020 Q2	$1.49M	Buy	+21,440	New	+$1.38M	0.2%	92

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

MAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

KAS

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rehmann Capital Advisory Group's IVOG Position: Q1 2021 in Review

Rehmann Capital Advisory Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2021, closing a stake of 27,102 shares — an estimated $2.42M sold.

Rehmann Capital Advisory Group first reported a position in IVOG in Q2 2020 and held it in 3 quarters. The position peaked at $2.42M in Q4 2020. 85 funds tracked by Wall St. Rank hold IVOG as of Q1 2021.

Rehmann Capital Advisory Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
Rehmann Capital Advisory Group sold 27,102 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $2.42M.
Rehmann Capital Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 3 quarters.
Rehmann Capital Advisory Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $2.42M in Q4 2020.
85 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2021, filed 26 May 2021.