Integrated Wealth Concepts LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$357,464
-41.4%
1,957
-37.7%
0.01%
-40.0%
Q2 2023$610,408
+81944.1%
3,139
-18.3%
0.01%
-33.3%
Q1 2023$744
+27.6%
3,843
+26.4%
0.02%
-6.2%
Q4 2022$583
-99.9%
3,041
+2.6%
0.02%0.0%
Q3 2022$509,000
-1.7%
2,964
+6.1%
0.02%0.0%
Q2 2022$518,000
+0.2%
2,794
+5.8%
0.02%0.0%
Q1 2022$517,000
+4.2%
2,640
+6.3%
0.02%
+6.7%
Q4 2021$496,000
+23.7%
2,484
+10.9%
0.02%
+15.4%
Q3 2021$401,000
+61.0%
2,240
+64.1%
0.01%
+44.4%
Q2 2021$249,0001,3650.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 434,045$79,287,12523.72%
SELDON CAPITAL LP 49,593$9,059,1537.79%
Beacon Capital Management, Inc. 1,059,909$193,613,6447.17%
Morningstar Investment Management LLC 236,243$43,1556.45%
Milestone Advisory Partners 37,822$6,908,9455.75%
Blankinship & Foster, LLC 89,586$16,364,6755.41%
Elwood & Goetz Wealth Advisory Group, LLC 113,633$20,757,4204.81%
Marotta Asset Management 106,072$19,376,2634.48%
Tranquilli Financial Advisor LLC 28,895$5,278,2503.81%
Pariax, LLC 5,328$973,2663.04%
View complete list of VANGUARD WORLD FDS shareholders