MidAtlantic Capital Management, Inc. IVOG β€” VANGUARD ADMIRAL FDS INC

Ownership history in MidAtlantic Capital Management, Inc.  Β·  6 quarters on record

AI Ownership Summary

MidAtlantic Capital Management, Inc. reported VANGUARD ADMIRAL FDS INC (IVOG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.37% in 2024 Q3. The latest visible filing shows IVOG at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MidAtlantic Capital Management, Inc.'s position in VANGUARD ADMIRAL FDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVOG was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MidAtlantic Capital Management, Inc. held IVOG β€” position size vs. price
% of Fund (quarterly)    IVOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50.2% +4.0% ❌ 1,833 -1,847 -50.2% 0.14% $220K 2026-02-14 (Est.) $129.50
2025 Q3 UNCHANGED β€” β€” β€” 3,680 β€” 0% 0.30% $440K 2025-11-06 $117.48
2025 Q2 UNCHANGED β€” β€” β€” 3,680 β€” 0% 0.30% $416K 2025-08-05 $114.74
2025 Q1 UNCHANGED β€” β€” β€” 3,680 β€” 0% 0.30% $380K 2025-04-25 $101.19
2024 Q4 UNCHANGED β€” β€” β€” 3,680 β€” 0% 0.30% $415K 2025-01-30 $117.27
2024 Q3 INITIATED β€” β€” β€” 3,680 β€” β€” 0.37% $417K 2024-11-12 $118.81

FAQ About MidAtlantic Capital Management, Inc. and IVOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MidAtlantic Capital Management, Inc. reported owning IVOG?

MidAtlantic Capital Management, Inc. reported IVOG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IVOG position in MidAtlantic Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for IVOG was 0.37% in 2024 Q3.

What is the latest reported IVOG position on this page?

The most recent filing on this page is 2025 Q4, when MidAtlantic Capital Management, Inc. reported 1,833 shares, equal to 0.14% of portfolio, with an estimated market value of $220K.

What does the chart on this IVOG ownership page compare?

The chart compares MidAtlantic Capital Management, Inc.'s quarterly IVOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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