TSW
IVOG icon

Thompson Siegel & Walmsley’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Thompson Siegel & Walmsley’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
2015
Q4 		– Sell
-652
Closed -$32K – 713
2015
Q3 		$32K Buy
+652
New +$33.6K ﹤0.01% 501

Other funds holding IVOG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Thompson Siegel & Walmsley's IVOG Position: Q4 2015 in Review

Thompson Siegel & Walmsley sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2015, closing a stake of 652 shares — an estimated $32K sold.

Thompson Siegel & Walmsley first reported a position in IVOG in Q3 2015 and held it in 1 quarter. The position peaked at $32K in Q3 2015. 30 funds tracked by Wall St. Rank hold IVOG as of Q4 2015.

  • Thompson Siegel & Walmsley reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 652 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2015, an estimated $32K.
  • Thompson Siegel & Walmsley first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2015 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $32K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2015.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2015, filed 28 Jan 2016.