Westwood Holdings Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Westwood Holdings Group’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 Q4	–	Sell	-2,494	Closed	-$225K	–	465
2023 Q3	$225K	Hold	2,494	–	–	﹤0.01%	433
2023 Q2	$233K	Hold	2,494	–	–	﹤0.01%	464
2023 Q1	$222K	Hold	2,494	–	–	﹤0.01%	474
2022 Q4	$211K	Sell	2,494 -2,090	-46%	-$179K	﹤0.01%	489
2022 Q3	$361K	Hold	4,584	–	–	﹤0.01%	407
2022 Q2	$362K	Sell	4,584 -2,310	-34%	-$201K	﹤0.01%	408
2022 Q1	$663K	Hold	6,894	–	–	0.01%	380
2021 Q4	$729K	Sell	6,894 -184	-3%	-$19.2K	0.01%	364
2021 Q3	$697K	Hold	7,078	–	–	0.01%	362
2021 Q2	$710K	Sell	7,078 -404	-5%	-$40.2K	0.01%	366
2021 Q1	$727K	Hold	7,482	–	–	0.01%	358
2020 Q4	$669K	Buy	+7,482	New	+$620K	0.01%	355

Other funds holding IVOG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westwood Holdings Group's IVOG Position: Q4 2023 in Review

Westwood Holdings Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2023, closing a stake of 2,494 shares — an estimated $225K sold.

Westwood Holdings Group first reported a position in IVOG in Q4 2020 and held it in 12 quarters. The position peaked at $729K in Q4 2021. 101 funds tracked by Wall St. Rank hold IVOG as of Q4 2023.

Westwood Holdings Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
Westwood Holdings Group sold 2,494 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $225K.
Westwood Holdings Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 12 quarters.
Westwood Holdings Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $729K in Q4 2021.
101 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on Westwood Holdings Group's 13F filing for Q4 2023, filed 13 Feb 2024.