Ziegler Capital Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Ziegler Capital 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
2021 Q2	–	Sell	-13,592	Closed	-$1.32M	–	448
2021 Q1	$1.32M	Hold	13,592	–	–	0.04%	309
2020 Q4	$1.22M	Hold	13,592	–	–	0.04%	294
2020 Q3	$1.01M	Hold	13,592	–	–	0.04%	297
2020 Q2	$946K	Hold	13,592	–	–	0.03%	323
2020 Q1	$750K	Buy	+13,592	New	+$924K	0.02%	408

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ziegler Capital Management's IVOG Position: Q2 2021 in Review

Ziegler Capital Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2021, closing a stake of 13,592 shares — an estimated $1.32M sold.

Ziegler Capital Management first reported a position in IVOG in Q1 2020 and held it in 5 quarters. The position peaked at $1.32M in Q1 2021. 84 funds tracked by Wall St. Rank hold IVOG as of Q2 2021.

Ziegler Capital Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
Ziegler Capital Management sold 13,592 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $1.32M.
Ziegler Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2020 and held it in 5 quarters.
Ziegler Capital Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.32M in Q1 2021.
84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Ziegler Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.