Kestra Advisory Services, LLC

Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF

CIK 1830819 AUSTIN, TX

Position in IVOG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$8,052,182

+$386,788 QoQ

Shares Held

64,402

+1.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,052,182	64,402	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$7,665,394	63,772	+2.4%	Shares	Sole	2026-02-13
2025-09-30	$7,440,617	62,275	-3.5%	Shares	Sole	2025-11-14
2025-06-30	$7,292,243	64,516	+4.1%	Shares	Sole	2025-08-15
2025-03-31	$6,393,341	61,969	+0.9%	Shares	Sole	2025-05-14
2024-12-31	$6,919,954	61,407	-2.4%	Shares	Sole	2025-02-10
2024-09-30	$7,210,112	62,899	-2.9%	Shares	Sole	2024-11-13
2024-06-30	$7,092,167	64,745	-1.6%	Shares	Sole	2024-08-14
2024-03-31	$7,466,938	65,817	-2.3%	Shares	Sole	2024-05-15
2023-12-31	$6,616,379	67,356	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$6,334,274	70,147	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$6,465,151	69,146	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$6,233,449	70,157	+97.9%	Shares	Sole	2023-05-12
2022-12-31	$6,002,901	35,453	-0.7%	Shares	Sole	2023-01-31
2022-09-30	$5,619,010	35,708	-7.0%	Shares	Sole	2022-11-01
2022-06-30	$6,066,884	38,381	-1.0%	Shares	Sole	2022-08-12
2022-03-31	$7,454,334	38,752	-0.5%	Shares	Sole	2022-07-20
2021-12-31	$8,238,270	38,959	-0.9%	Shares	Sole	2022-07-25
2021-09-30	$7,739,152	39,299	+6.9%	Shares	Sole	2022-07-25
2021-06-30	$7,379,838	36,765	+0.1%	Shares	Sole	2022-07-26
2021-03-31	$7,140,463	36,727	-4.5%	Shares	Sole	2022-07-27
2020-12-31	$6,876,138	38,455	+5.6%	Shares	Sole	2022-07-28
2020-09-30	$5,427,538	36,402	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.