Integrated Wealth Concepts LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 321 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,110,295
-0.9%
6,436
+4.5%
0.02%
+5.3%
Q2 2023$1,120,239
+169890.7%
6,156
+66.1%
0.02%
+35.7%
Q1 2023$659
+15.0%
3,707
+10.2%
0.01%
-12.5%
Q4 2022$573
-99.9%
3,364
+10.8%
0.02%
+14.3%
Q3 2022$451,000
+2.0%
3,037
+10.1%
0.01%0.0%
Q2 2022$442,0002,7590.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders