Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,707,521
-14.7%
142,849
-9.9%
0.33%
-12.2%
Q2 2023$21,938,922
+192144.3%
158,541
+86.3%
0.38%
+60.0%
Q1 2023$11,412
+26.1%
85,119
+27.2%
0.24%
-4.5%
Q4 2022$9,048
-98.0%
66,905
+1689.9%
0.25%
+1540.0%
Q3 2022$455,000
-9.4%
3,738
-3.5%
0.02%
-6.2%
Q2 2022$502,000
-4.6%
3,875
+10.2%
0.02%0.0%
Q1 2022$526,000
+2.5%
3,516
+3.0%
0.02%
+6.7%
Q4 2021$513,000
+2.4%
3,415
-4.9%
0.02%
-6.2%
Q3 2021$501,000
-1.8%
3,590
-1.1%
0.02%
-11.1%
Q2 2021$510,000
+29.4%
3,631
+24.2%
0.02%
+12.5%
Q1 2021$394,000
+33.1%
2,924
+17.4%
0.02%
+14.3%
Q4 2020$296,000
+16.1%
2,490
-1.2%
0.01%
-12.5%
Q3 2020$255,000
-26.3%
2,519
-30.3%
0.02%
-36.0%
Q2 2020$346,000
+19.3%
3,616
+1.3%
0.02%
-7.4%
Q1 2020$290,000
-27.3%
3,571
+6.7%
0.03%
-20.6%
Q4 2019$399,000
+6.7%
3,348
+1.3%
0.03%
-19.0%
Q3 2019$374,000
-2.1%
3,306
-1.8%
0.04%
-16.0%
Q2 2019$382,000
+4.7%
3,366
-0.4%
0.05%
-19.4%
Q1 2019$365,000
+36.7%
3,379
+20.5%
0.06%
-15.1%
Q4 2018$267,000
-11.3%
2,804
+5.1%
0.07%
-19.8%
Q3 2018$301,000
-31.1%
2,669
-3.6%
0.09%
-38.9%
Q2 2018$437,000
+38.7%
2,770
-5.9%
0.15%
+18.3%
Q1 2018$315,000
-7.1%
2,945
-1.0%
0.13%
-13.1%
Q4 2017$339,0002,9760.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders