STEPHEN J. GARRY & ASSOCIATES, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 2056402
GARDEN CITY, NY
Position in IVOG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,649,865
+$239,607 QoQ
Shares Held
37,190
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.87%
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 | $4,649,865 | 37,190 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,410,258 | 36,691 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,429,243 | 37,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,153,965 | 36,751 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,807,798 | 36,908 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,947,192 | 35,027 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,961,727 | 34,561 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $3,850,550 | 35,152 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $4,028,836 | 35,512 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $3,503,078 | 35,662 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||