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

RFG Advisory’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
2024
Q3 		– Sell
-8,583
Closed -$940K – 753
2024
Q2 		$940K Buy
8,583
+2,454
+40% +$269K 0.03% 357
2024
Q1 		$695K Buy
+6,129
New +$634K 0.02% 434

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFG Advisory's IVOG Position: Q3 2024 in Review

RFG Advisory sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2024, closing a stake of 8,583 shares — an estimated $940K sold.

RFG Advisory first reported a position in IVOG in Q1 2024 and held it in 2 quarters. The position peaked at $940K in Q2 2024. 138 funds tracked by Wall St. Rank hold IVOG as of Q3 2024.

  • RFG Advisory reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • RFG Advisory sold 8,583 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $940K.
  • RFG Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 2 quarters.
  • RFG Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $940K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on RFG Advisory's 13F filing for Q3 2024, filed 17 Oct 2024.