Valued Retirements, Inc.
PensionPosition in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 2044874
HOUSTON, TX
Position in IVOG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$331,515
+$48,198 QoQ
Shares Held
2,266
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#56
of 72 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,515 | 2,266 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $283,317 | 2,266 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $272,373 | 2,266 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $286,990 | 2,402 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $271,498 | 2,402 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $247,814 | 2,402 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||