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Waldron Private Wealth’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Waldron Private Wealth’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
-2,714
Closed -$254K – 392
2023
Q2 		$254K Buy
+2,714
New +$241K 0.01% 320

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 $714M AUM 21.49% 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

Waldron Private Wealth's IVOG Position: Q3 2023 in Review

Waldron Private Wealth sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2023, closing a stake of 2,714 shares — an estimated $254K sold.

Waldron Private Wealth first reported a position in IVOG in Q2 2023 and held it in 1 quarter. The position peaked at $254K in Q2 2023. 98 funds tracked by Wall St. Rank hold IVOG as of Q3 2023.

  • Waldron Private Wealth reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Waldron Private Wealth sold 2,714 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $254K.
  • Waldron Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Waldron Private Wealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $254K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Waldron Private Wealth's 13F filing for Q3 2023, filed 26 Oct 2023.