AE Wealth Management LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1697723
TOPEKA, KS
Position in IVOG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,095,347
+$159,248 QoQ
Shares Held
7,487
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 112 holders
Holding Since
Sep 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,347 | 7,487 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $936,099 | 7,487 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $328,385 | 2,732 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $278,388 | 2,330 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $269,011 | 2,380 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $244,615 | 2,371 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,341 | 216 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $274,651 | 2,796 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,873 | 2,745 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||