LJI Wealth Management, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1988563
Indianapolis, IN
Position in IVOG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$15,189,769
+$1,098,002 QoQ
Shares Held
121,489
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,189,769 | 121,489 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,091,767 | 117,236 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,409,957 | 112,236 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,882,594 | 113,975 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,518,078 | 101,949 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,969,920 | 97,346 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,958,284 | 95,597 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,994,977 | 91,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,881,495 | 87,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,295,621 | 84,451 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,465,913 | 82,679 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $7,374,158 | 78,868 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $6,834,430 | 76,921 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $6,190,000 | 36,558 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||