Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,363,745
-21.4%
63,479
-17.0%
0.22%
-19.3%
Q2 2023$15,729,058
+111604.1%
76,440
+5.8%
0.27%
-6.9%
Q1 2023$14,081
+20.7%
72,251
+11.3%
0.29%
-8.5%
Q4 2022$11,669
-94.3%
64,916
+5491.4%
0.32%
+5183.3%
Q2 2022$204,000
-13.2%
1,161
+9.9%
0.01%
-14.3%
Q1 2022$235,000
-13.9%
1,056
-1.4%
0.01%
-12.5%
Q4 2021$273,000
+5.0%
1,071
-2.5%
0.01%0.0%
Q3 2021$260,000
-12.5%
1,099
-12.6%
0.01%
-27.3%
Q2 2021$297,0001,2570.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders