Integrated Wealth Concepts LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 376 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,421,606
-2.2%
5,278
+2.8%
0.02%0.0%
Q2 2023$1,453,262
+68321.0%
5,132
-39.0%
0.02%
-43.2%
Q1 2023$2,124
+25.3%
8,411
+8.7%
0.04%
-4.3%
Q4 2022$1,695
-99.9%
7,739
-2.1%
0.05%
-22.0%
Q3 2022$1,857,000
+17.4%
7,901
+13.6%
0.06%
+20.4%
Q2 2022$1,582,000
+427.3%
6,957
+607.7%
0.05%
+444.4%
Q1 2022$300,000
-14.3%
983
-4.4%
0.01%
-10.0%
Q4 2021$350,000
+15.5%
1,028
+5.0%
0.01%0.0%
Q3 2021$303,000
-1.3%
9790.0%0.01%
-9.1%
Q2 2021$307,000
+15.4%
979
+8.5%
0.01%0.0%
Q1 2021$266,000
+32.3%
902
-19.0%
0.01%
-52.2%
Q3 2019$201,0001,1140.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders