Integrated Wealth Concepts LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 369 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,917,103
-10.2%
15,031
+0.1%
0.03%
-8.1%
Q2 2023$2,134,912
+76174.1%
15,017
-20.8%
0.04%
-36.2%
Q1 2023$2,799
+10.2%
18,972
+14.6%
0.06%
-15.9%
Q4 2022$2,540
-99.9%
16,560
+22.7%
0.07%
+13.1%
Q3 2022$1,920,000
-2.1%
13,496
+4.8%
0.06%0.0%
Q2 2022$1,961,000
+44.7%
12,874
+53.8%
0.06%
+48.8%
Q1 2022$1,355,000
-0.7%
8,371
-4.0%
0.04%0.0%
Q4 2021$1,364,000
+49.6%
8,719
+33.0%
0.04%
+36.7%
Q3 2021$912,000
+0.3%
6,555
+0.1%
0.03%
-6.2%
Q2 2021$909,000
+2.6%
6,551
+3.9%
0.03%
-11.1%
Q1 2021$886,000
+45.5%
6,304
+42.0%
0.04%
+24.1%
Q4 2020$609,000
+52.6%
4,440
+43.8%
0.03%
+16.0%
Q3 2020$399,000
+87.3%
3,088
+79.0%
0.02%
+66.7%
Q2 2020$213,000
-2.3%
1,725
-3.7%
0.02%
-25.0%
Q1 2020$218,000
-36.8%
1,792
-25.8%
0.02%
-31.0%
Q4 2019$345,000
+48.1%
2,414
+48.6%
0.03%
+11.5%
Q3 2019$233,0001,6250.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders