Corient Private Wealth LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1948780
MIAMI, FL
Position in IVOG
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$490,982
-$468,748 QoQ
Shares Held
3,356
-56.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 112 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,982 | 3,356 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $959,730 | 7,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $918,568 | 7,642 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $674,345 | 5,644 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $220,083 | 1,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $274,424 | 2,394 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||