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TD Ameritrade Investment Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-53,519
Closed -$5M – 246
2023
Q2 		$5M Sell
53,519
-9,651
-15% -$856K 0.05% 80
2023
Q1 		$5.61M Sell
63,170
-17,466
-22% -$1.55M 0.06% 79
2022
Q4 		$6.83M Sell
80,636
-20,172
-20% -$1.73M 0.07% 78
2022
Q3 		$7.93M Sell
100,808
-24,122
-19% -$2.07M 0.08% 78
2022
Q2 		$9.87M Sell
124,930
-23,544
-16% -$2.05M 0.09% 76
2022
Q1 		$14.3M Buy
148,474
+1,562
+1% +$150K 0.11% 70
2021
Q4 		$15.5M Sell
146,912
-10,970
-7% -$1.14M 0.11% 67
2021
Q3 		$11.8M Buy
157,882
+19,400
+14% +$1.95M 0.1% 66
2021
Q2 		$13.9M Sell
138,482
-7,686
-5% -$765K 0.1% 69
2021
Q1 		$13.1M Hold
146,168
– – 0.1% 67
2020
Q4 		$13.1M Sell
146,168
-11,714
-7% -$971K 0.1% 67
2020
Q3 		$11.8M Sell
157,882
-14,594
-8% -$1.08M 0.1% 66
2020
Q2 		$12M Sell
172,476
-23,084
-12% -$1.49M 0.1% 68
2020
Q1 		$10.8M Sell
195,560
-29,488
-13% -$2.01M 0.1% 67
2019
Q4 		$16.5M Buy
225,048
+23,396
+12% +$1.67M 0.13% 64
2019
Q3 		$14.1M Buy
201,652
+43,812
+28% +$3.06M 0.11% 64
2019
Q2 		$11.1M Buy
157,840
+38,418
+32% +$2.64M 0.09% 69
2019
Q1 		$8.09M Buy
119,422
+27,242
+30% +$1.77M 0.07% 75
2018
Q4 		$5.43M Buy
92,180
+68,026
+282% +$4.42M 0.05% 72
2018
Q3 		$1.75M Buy
24,154
+23,926
+10,494% +$1.72M 0.01% 80
2018
Q2 		$16K Buy
+228
New +$15.8K ﹤0.01% 206

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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TD Ameritrade Investment Management's IVOG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2023, closing a stake of 53,519 shares — an estimated $5M sold.

TD Ameritrade Investment Management first reported a position in IVOG in Q2 2018 and held it in 21 quarters. The position peaked at $16.5M in Q4 2019. 98 funds tracked by Wall St. Rank hold IVOG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 53,519 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $5M.
  • TD Ameritrade Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $16.5M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.