Creative Planning
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1540235
OVERLAND PARK, KS
Position in IVOG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,197,758
-$135,436 QoQ
Shares Held
8,187
-23.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 72 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,758 | 8,187 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,333,194 | 10,663 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,277,846 | 10,631 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,634,844 | 13,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,662,445 | 14,708 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,495,139 | 14,492 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,550,727 | 13,761 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $924,032 | 8,061 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $919,369 | 8,393 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $924,844 | 8,152 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $794,680 | 8,090 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $960,250 | 10,634 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $781,192 | 8,355 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $739,054 | 8,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $710,805 | 4,198 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $661,856 | 4,206 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $643,977 | 4,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $793,100 | 4,123 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $602,872 | 2,851 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $683,544 | 3,471 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $560,237 | 2,791 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $421,502 | 2,168 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $396,779 | 2,219 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $321,757 | 2,158 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $300,415 | 2,158 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $242,129 | 2,194 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||