BALANCED WEALTH GROUP LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 2009783
WESTLAKE, OH
Position in IVOG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,674,087
+$9,183,470 QoQ
Shares Held
66,125
+1585.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.13%
of 13F equity value
Holder Rank
#15
of 112 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,674,087 | 66,125 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $490,617 | 3,924 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $274,416 | 2,283 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $272,772 | 2,283 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $258,047 | 2,283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $235,537 | 2,283 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||