IAG Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$89,372
-14.3%
155
-22.1%
0.02%
-18.2%
Q1 2024$104,344
+8.3%
1990.0%0.02%0.0%
Q4 2023$96,316
+84.2%
199
+57.9%
0.02%
+46.7%
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 ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders