Focus Partners Wealth
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1542153
ST LOUIS, MO
Position in IVOG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$466,111
-$35,259 QoQ
Shares Held
3,186
-20.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 72 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,111 | 3,186 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $501,370 | 4,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $259,391 | 2,158 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $204,245 | 1,807 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $215,237 | 1,910 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||