CAPTRUST FINANCIAL ADVISORS
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1512024
RALEIGH, NC
Position in IVOG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$475,621
+$82,221 QoQ
Shares Held
3,251
-6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 72 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,621 | 3,251 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $393,400 | 3,491 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $385,156 | 3,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $212,945 | 1,944 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $220,546 | 1,944 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $290,171 | 2,954 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $266,746 | 2,954 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $276,199 | 2,954 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $105,432 | 667 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $92,332 | 480 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||