SageView Advisory Group, LLC
Position in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 1914558
NEWPORT BEACH, CA
All Filings in IVOG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,713,279 | 18,546 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,537,108 | 20,292 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,586,704 | 21,520 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,479,210 | 20,750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,044,373 | 18,087 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,663,333 | 25,815 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,909,092 | 25,815 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||