Rialto Wealth Management, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 2054966
SYRACUSE, NY
Position in IVOG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$302,402
+$16,709 QoQ
Shares Held
2,067
-9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#58
of 72 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,402 | 2,067 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,693 | 2,285 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $282,470 | 2,350 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $327,853 | 2,744 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $361,017 | 3,194 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $395,966 | 3,838 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $509,696 | 4,523 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||