MAI Capital Management
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1040197
INDEPENDENCE, OH
Position in IVOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,469
+$33,650 QoQ
Shares Held
2,211
-4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 72 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,469 | 2,211 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $289,819 | 2,318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $278,623 | 2,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,845 | 2,451 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $136,653 | 1,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $130,716 | 1,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $214,336 | 1,902 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||