JFS WEALTH ADVISORS, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1568068
HERMITAGE, PA
Position in IVOG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$280,692
+$10,843 QoQ
Shares Held
2,245
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,692 | 2,245 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $269,849 | 2,245 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $268,232 | 2,245 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $247,309 | 2,188 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $200,871 | 1,947 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||