Aptus Capital Advisors, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1664193
FAIRHOPE, AL
Position in IVOG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$436,120
+$57,655 QoQ
Shares Held
2,981
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 72 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,120 | 2,981 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $378,465 | 3,027 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $373,341 | 3,106 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $388,668 | 3,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $363,391 | 3,215 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $311,263 | 3,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $381,004 | 3,381 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,358 | 3,449 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $18,183 | 166 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,605 | 164 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,109 | 164 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $888 | 10 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||