Sunburst Financial Group, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1800158
VESTAVIA HILLS, AL
Position in IVOG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$243,558
-$87 QoQ
Shares Held
1,948
-3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,558 | 1,948 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,645 | 2,027 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $245,770 | 2,057 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $240,640 | 2,129 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $250,509 | 2,223 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $376,330 | 3,283 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $337,930 | 3,085 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $349,993 | 3,085 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $305,298 | 3,108 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||