AE Wealth Management LLC
Position in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 1697723
TOPEKA, KS
All Filings in IVOG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,347 | 7,487 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $936,099 | 7,487 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $328,385 | 2,732 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $278,388 | 2,330 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $269,011 | 2,380 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $244,615 | 2,371 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,341 | 216 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $274,651 | 2,796 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,873 | 2,745 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||