Integrated Wealth Concepts LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 120 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2020
NameSharesValueWeighting ↓
Bridge Advisory, LLC 89,883$8,972,0004.32%
Forefront Analytics, LLC 75,753$7,590,0003.68%
Danda Trouve Investment Management, Inc. 21,421$2,145,0003.30%
Briaud Financial Planning, Inc 50,277$5,034,0003.30%
Fermata Advisors, LLC 87,992$8,811,0003.07%
Ballew Advisors, Inc 22,553$2,263,0002.06%
ALTFEST L J & CO INC 88,872$8,899,0001.60%
Clear Creek Financial Management, LLC 47,691$4,775,0001.00%
TrueWealth Advisors, LLC 14,429$1,445,0000.67%
BCWM, LLC 15,693$1,571,0000.54%
View complete list of VANGUARD WORLD FD shareholders