IAG Wealth Partners, LLC VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1827261
As of 2026-06-30, IAG Wealth Partners, LLC reported 310.62K VUG (shares), valued at $26.76M, or 2.65% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 510.82%; reported value increased 20.46%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.65% | 310,621 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 2.48% | 50,853 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 2.73% | 48,355 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 2.81% | 48,811 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.84% | 48,987 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.03% | 52,551 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 3.33% | 46,045 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 3.06% | 43,173 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 3.47% | 46,130 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 3.66% | 49,543 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 3.62% | 51,096 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 3.89% | 51,289 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.89% | 51,289 | $13.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 3.62% | 51,096 | $15.88M | Shares decreased 0.38%; reported value increased 13.73%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 3.66% | 49,543 | $17.05M | Shares decreased 3.04%; reported value increased 7.35%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 3.47% | 46,130 | $17.25M | Shares decreased 6.89%; reported value increased 1.17%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 3.06% | 43,173 | $16.58M | Shares decreased 6.41%; reported value decreased 3.93%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 3.33% | 46,045 | $18.90M | Shares increased 6.65%; reported value increased 14.02%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 3.03% | 52,551 | $19.49M | Shares increased 14.13%; reported value increased 3.11%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 2.84% | 48,987 | $21.48M | Shares decreased 6.78%; reported value increased 10.20%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.81% | 48,811 | $23.41M | Shares decreased 0.36%; reported value increased 9.01%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.73% | 48,355 | $23.59M | Shares decreased 0.93%; reported value increased 0.77%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.48% | 50,853 | $22.21M | Shares increased 5.17%; reported value decreased 5.84%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.65% | 310,621 | $26.76M | Shares increased 510.82%; reported value increased 20.46%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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