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

Shilanski & Associates’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
Q4 		– Sell
-4,126
Closed -$325K – 150
2022
Q3 		$325K Buy
+4,126
New +$354K 0.12% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shilanski & Associates's IVOG Position: Q4 2022 in Review

Shilanski & Associates sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2022, closing a stake of 4,126 shares — an estimated $325K sold.

Shilanski & Associates first reported a position in IVOG in Q3 2022 and held it in 1 quarter. The position peaked at $325K in Q3 2022. 102 funds tracked by Wall St. Rank hold IVOG as of Q4 2022.

  • Shilanski & Associates reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 4,126 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $325K.
  • Shilanski & Associates first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $325K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.