Integrated Wealth Concepts LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 109 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.44 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 Q2 2022
NameSharesValueWeighting ↓
BTS Asset Management, Inc. 6,724$1,113,00012.97%
Ferguson Shapiro LLC 81,375$13,472,0009.23%
Tidal Investments LLC 332,698$55,081,0007.36%
Fortis Advisors, LLC 43,636$7,224,0006.74%
Deane Retirement Strategies, Inc. 107,098$17,734,0006.02%
Forefront Analytics, LLC 59,554$9,858,0004.60%
Beacon Capital Management, Inc. 522,204$86,456,0004.14%
FLAGSHIP HARBOR ADVISORS, LLC 152,787$25,295,0003.42%
RHS Financial, LLC 15,193$2,515,0002.53%
Ballew Advisors, Inc 13,705$2,196,0001.86%
View complete list of VANGUARD WORLD FD shareholders