Integrated Wealth Concepts LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders