IAG Wealth Partners
VAC icon

IAG Wealth Partners’s Marriott Vacations Worldwide VAC Stock Holding History

IAG Wealth Partners’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.94K Hold
19
– – ﹤0.01% 488
2026
Q2 		$1.94K Hold
19
– – ﹤0.01% 463
2026
Q1 		$1.24K Hold
19
– – ﹤0.01% 480
2025
Q4 		$1.1K Hold
19
– – ﹤0.01% 463
2025
Q3 		$1.26K Hold
19
– – ﹤0.01% 475
2025
Q2 		$1.37K Hold
19
– – ﹤0.01% 451
2025
Q1 		$1.22K Hold
19
– – ﹤0.01% 461
2024
Q4 		$1.71K Buy
+19
New +$1.64K ﹤0.01% 467

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New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IAG Wealth Partners's VAC Position: Q3 2026 in Review

IAG Wealth Partners held its Marriott Vacations Worldwide (VAC) position steady in Q3 2026 at 19 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

IAG Wealth Partners first reported a position in VAC in Q4 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • IAG Wealth Partners held 19 shares of Marriott Vacations Worldwide worth $1.94K as of Q3 2026.
  • IAG Wealth Partners left its Marriott Vacations Worldwide share count unchanged in Q3 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #488 holding.
  • IAG Wealth Partners first reported a position in Marriott Vacations Worldwide in Q4 2024 and has held it in 8 quarters since.
  • 185 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.