Integrated Wealth Concepts LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 68 filers reported holding VANGUARD WORLD FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q1 2022$600,000
-74.4%
4,931
-65.2%
0.02%
-87.6%
Q3 2020$2,348,000
-89.0%
14,180
-89.0%
0.14%
-90.6%
Q2 2020$21,351,000
+27.0%
128,595
+28.3%
1.54%
-1.0%
Q1 2020$16,806,000
-27.8%
100,241
-39.1%
1.55%
-40.7%
Q3 2019$23,275,000
+89.0%
164,719
+61.6%
2.62%
+62.2%
Q2 2019$12,318,000
+150.2%
101,920
+134.9%
1.61%
+20.7%
Q4 2018$4,923,00043,3901.34%
Other shareholders
VANGUARD WORLD FD shareholders Q1 2019
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders