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

WFG Advisors’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
2017
Q2 		$64K Buy
1,046
+342
+49% +$20.5K 0.01% 640
2017
Q1 		$41K Sell
704
-890
-56% -$51.7K 0.01% 714
2016
Q4 		$89K Buy
+1,594
New +$86.9K 0.02% 557

Other funds holding IVOG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

WFG Advisors's IVOG Position: Q2 2017 in Review

WFG Advisors increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 49% in Q2 2017, buying an estimated $20.5K and bringing the position to 1,046 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #640.

WFG Advisors first reported a position in IVOG in Q4 2016 and has held it in 3 quarters since. The position peaked at $89K in Q4 2016. 45 funds tracked by Wall St. Rank hold IVOG as of Q2 2017.

  • WFG Advisors held 1,046 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $64K as of Q2 2017.
  • WFG Advisors bought 342 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2017, an estimated $20.5K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #640 holding.
  • WFG Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 3 quarters since.
  • WFG Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $89K in Q4 2016.
  • 45 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.