Integrated Wealth Concepts LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,020,765
-6.0%
19,332
+0.2%
0.14%
-3.4%
Q2 2023$8,534,537
+108814.5%
19,302
-5.0%
0.15%
-9.9%
Q1 2023$7,836
+58.6%
20,328
+31.4%
0.16%
+20.9%
Q4 2022$4,940
-99.9%
15,465
-21.4%
0.13%
-30.6%
Q3 2022$6,051,000
-3.2%
19,685
+2.8%
0.19%
-1.0%
Q2 2022$6,254,000
+82.3%
19,151
+132.5%
0.20%
+85.7%
Q1 2022$3,430,000
+8.2%
8,236
+19.0%
0.10%
+11.7%
Q4 2021$3,171,000
+27.0%
6,921
+11.2%
0.09%
+16.0%
Q3 2021$2,497,000
+6.8%
6,223
+6.1%
0.08%
-2.4%
Q2 2021$2,339,000
+43.1%
5,865
+28.7%
0.08%
+23.9%
Q1 2021$1,634,000
+5.4%
4,557
+3.9%
0.07%
-8.2%
Q4 2020$1,551,000
+12.5%
4,385
-1.0%
0.07%
-14.1%
Q3 2020$1,379,000
+12.7%
4,429
+0.9%
0.08%
-3.4%
Q2 2020$1,224,000
+18.4%
4,390
-10.0%
0.09%
-8.3%
Q1 2020$1,034,000
-11.3%
4,879
+2.4%
0.10%
-2.0%
Q4 2019$1,166,000
+60.2%
4,764
+41.1%
0.10%
+19.5%
Q3 2019$728,000
+44.7%
3,376
+41.7%
0.08%
+24.2%
Q2 2019$503,000
+1.6%
2,383
-3.5%
0.07%
-21.4%
Q1 2019$495,000
+20.7%
2,469
+0.3%
0.08%
-24.3%
Q4 2018$410,000
-14.4%
2,461
+4.4%
0.11%
-23.4%
Q3 2018$479,000
-85.7%
2,358
-94.2%
0.14%
-87.3%
Q2 2018$3,348,000
+669.7%
40,335
+1447.2%
1.14%
+556.9%
Q1 2018$435,000
-2.9%
2,607
+0.3%
0.17%
-9.4%
Q4 2017$448,0002,6000.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders