Global Retirement Partners, LLC
PensionPosition in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1749744
San Rafael, CA
Position in IVOG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$252,806
+$45,101 QoQ
Shares Held
1,728
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 112 holders
Holding Since
Mar 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,806 | 1,728 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $207,705 | 1,728 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $206,461 | 1,728 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $195,315 | 1,728 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $194,728 | 1,728 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $232,469 | 2,028 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $222,147 | 2,028 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $252,766 | 2,228 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $189,387 | 1,928 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $156,038 | 1,728 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $161,568 | 1,728 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $153,532 | 1,728 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||