IAG Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$52,278
+168.7%
126
+186.4%
0.02%
+200.0%
Q2 2023$19,455
-56.5%
44
-62.1%
0.01%
-58.3%
Q1 2023$44,715
+218.2%
116
+163.6%
0.01%
+200.0%
Q4 2022$14,054
+0.4%
440.0%0.00%
-20.0%
Q3 2022$14,000
-74.5%
44
-73.7%
0.01%
-72.2%
Q2 2022$55,000
+685.7%
167
+882.4%
0.02%
+800.0%
Q3 2021$7,000
-22.2%
17
-37.0%
0.00%
-50.0%
Q3 2020$9,000270.00%
Q2 2020$000.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders