SEC 13F Intelligence

Iag Wealth Partners, LLC / VUG

Iag Wealth Partners, LLC’s Vanguard Index Fds Position

Does Iag Wealth Partners, LLC own Vanguard Index Fds (VUG)? Yes — 50.9K shares worth $22M (+2.48% of its 13F portfolio) as of Q1 2026, up from 48.4K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
50.9K
% of Portfolio
+2.48%
Quarters Held
20
currently held

Position History VUG

Reported value by quarter
Q2 ’21: $62,000Q2 ’21Q3 ’21: $63,000Q4 ’21: $113,000Q1 ’22: $91,000Q1 ’22Q2 ’22: $71,000Q3 ’22: $4MQ4 ’22: $6MQ4 ’22Q1 ’23: $11MQ2 ’23: $14MQ3 ’23: $14MQ3 ’23Q4 ’23: $16MQ1 ’24: $17MQ2 ’24: $17MQ2 ’24Q3 ’24: $17MQ4 ’24: $19MQ1 ’25: $19MQ1 ’25Q2 ’25: $21MQ3 ’25: $23MQ4 ’25: $24MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.9K$22M+2.48%
Q4 202548.4K$24M+2.73%
Q3 202548.8K$23M+2.81%
Q2 202549.0K$21M+2.84%
Q1 202552.6K$19M+3.03%
Q4 202446.0K$19M+3.33%
Q3 202443.2K$17M+3.06%
Q2 202446.1K$17M+3.47%
Q1 202449.5K$17M+3.66%
Q4 202351.1K$16M+3.62%
Q3 202351.3K$14M+3.89%
Q2 202350.6K$14M+3.78%
Q1 202345.1K$11M+3.12%
Q4 202229.1K$6M+1.83%
Q3 202216.4K$4M+1.16%
Q2 2022317$71,000+0.02%
Q1 2022317$91,000+0.03%
Q4 2021352$113,000+0.04%
Q3 2021214$63,000+0.02%
Q2 2021214$62,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Iag Wealth Partners, LLC’s full portfolio or all institutional holders of VUG.