Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

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 Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders