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

Reilly Financial Advisors’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 		$269K Hold
2,544
– – 0.02% 183
2021
Q3 		$250K Hold
2,544
– – 0.02% 175
2021
Q2 		$255K Hold
2,544
– – 0.02% 185
2021
Q1 		$247K Hold
2,544
– – 0.02% 176
2020
Q4 		$227K Buy
+2,544
New +$211K 0.02% 178

Other funds holding IVOG

Mariner
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
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

Reilly Financial Advisors's IVOG Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q4 2021 at 2,544 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #183.

Reilly Financial Advisors first reported a position in IVOG in Q4 2020 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

  • Reilly Financial Advisors held 2,544 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $269K as of Q4 2021.
  • Reilly Financial Advisors 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 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #183 holding.
  • Reilly Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.