Quaker Wealth Management, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1733472
MOORESTOWN, NJ
Position in IVOG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$34,883
+$1,348 QoQ
Shares Held
279
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
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)
Derivatives in IVOG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$28,578
PutShares
277
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in IVOG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,883 | 279 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $33,535 | 279 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,095 | 277 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,309 | 277 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,578 | 277 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||