Waverly Advisors, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1568787
BIRMINGHAM, AL
Position in IVOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$739,253
+$120,230 QoQ
Shares Held
5,053
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 72 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,253 | 5,053 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $619,023 | 4,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $592,225 | 4,927 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $552,236 | 4,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $397,752 | 3,519 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $342,833 | 3,323 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $246,791 | 2,190 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||