RWA WEALTH PARTNERS, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1544576
BOSTON, MA
Position in IVOG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,273,400
+$220,136 QoQ
Shares Held
34,179
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,273,400 | 34,179 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,053,264 | 33,721 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,031,255 | 33,740 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,017,651 | 35,545 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,288,261 | 41,565 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,684,185 | 41,567 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,839,793 | 42,221 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,647,563 | 42,428 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,834,104 | 42,610 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,212,888 | 42,888 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,064,493 | 45,011 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,222,179 | 45,157 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,930,901 | 44,242 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,937,197 | 23,253 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,722,711 | 36,367 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,232,225 | 39,427 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,414,164 | 28,146 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,720,415 | 27,052 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,349,002 | 22,084 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,446,370 | 22,151 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $4,842,613 | 24,908 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,599,172 | 25,721 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,752,386 | 18,460 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,566,197 | 18,434 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,673,388 | 15,163 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||