MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1965241
ST. LOUIS, MO
Position in IVOG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$305,323
+$11,795 QoQ
Shares Held
2,442
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,323 | 2,442 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $293,528 | 2,442 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $290,216 | 2,429 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $250,926 | 2,220 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $229,037 | 2,220 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $250,171 | 2,220 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $252,988 | 2,207 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $241,754 | 2,207 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $250,384 | 2,207 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $216,793 | 2,207 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||