MONTAG A & ASSOCIATES INC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 829407
ATLANTA, GA
Position in IVOG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,264,803
-$94,058 QoQ
Shares Held
10,116
-10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,264,803 | 10,116 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,358,861 | 11,305 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,350,721 | 11,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,445,653 | 12,790 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,328,313 | 12,875 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,450,883 | 12,875 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,298,757 | 11,330 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,392,362 | 12,711 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,472,694 | 12,981 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,188,190 | 12,096 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $868,324 | 9,616 | Shares | Sole | 2023-11-09 | |
| 2022-12-31 | $1,693 | 10 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,573 | 10 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,580 | 10 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,923 | 10 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,114 | 10 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,969 | 10 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,007 | 10 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,944 | 10 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||