Rodgers & Associates, LTD
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1846515
Lancaster, PA
Position in IVOG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$528,501
+$70,900 QoQ
Shares Held
4,227
+11.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $528,501 | 4,227 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $457,601 | 3,807 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $455,457 | 3,812 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $407,586 | 3,606 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $363,777 | 3,526 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $397,344 | 3,526 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $435,364 | 3,798 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $416,032 | 3,798 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $297,239 | 2,620 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $262,274 | 2,670 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $297,357 | 3,293 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $258,060 | 2,760 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||