Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$33,071,306
-6.5%
84,215
-3.0%
0.58%
-3.8%
Q2 2023$35,361,912
+143764.6%
86,825
+32.8%
0.61%
+19.5%
Q1 2023$24,580
+42.4%
65,361
+33.0%
0.51%
+8.1%
Q4 2022$17,260
-99.9%
49,128
-33.0%
0.47%
-39.1%
Q3 2022$24,086,000
+19.0%
73,367
+25.7%
0.77%
+22.2%
Q2 2022$20,244,000
+5.2%
58,360
+25.9%
0.63%
+7.1%
Q1 2022$19,251,000
-3.7%
46,368
+1.3%
0.59%
-1.0%
Q4 2021$19,989,000
+23.6%
45,786
+11.7%
0.59%
+12.9%
Q3 2021$16,167,000
+16.0%
40,992
+15.7%
0.53%
+6.5%
Q2 2021$13,937,000
+8.4%
35,415
+0.3%
0.49%
-6.4%
Q1 2021$12,858,000
+24.3%
35,294
+17.2%
0.53%
+8.0%
Q4 2020$10,347,000
+40.5%
30,105
+25.8%
0.49%
+7.7%
Q3 2020$7,363,000
+7.5%
23,933
-0.9%
0.45%
-7.9%
Q2 2020$6,847,000
+27.5%
24,158
+6.5%
0.49%
-0.6%
Q1 2020$5,371,000
-48.1%
22,678
-35.2%
0.50%
-43.2%
Q4 2019$10,346,000
+100.1%
34,978
+84.4%
0.87%
+50.0%
Q3 2019$5,171,000
+69.8%
18,970
+12.1%
0.58%
+45.9%
Q2 2019$3,046,000
-23.2%
16,916
+10.7%
0.40%
-40.5%
Q1 2019$3,966,000
+47.7%
15,282
+30.7%
0.67%
-8.1%
Q4 2018$2,686,000
+82.1%
11,690
+112.5%
0.73%
+63.7%
Q3 2018$1,475,000
+70.7%
5,502
-48.4%
0.45%
+51.2%
Q2 2018$864,000
-35.6%
10,664
+88.0%
0.30%
-45.2%
Q1 2018$1,341,000
-6.7%
5,671
-0.7%
0.54%
-12.5%
Q4 2017$1,437,0005,7090.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders