Chicago Partners Investment Group LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1563525
CHICAGO, IL
Position in IVOG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,564,250
+$59,707 QoQ
Shares Held
12,511
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,564,250 | 12,511 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,504,543 | 12,517 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,495,531 | 12,517 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,414,796 | 12,517 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,245,468 | 12,072 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||