Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 675 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,738,441
-76.7%
16,285
-76.0%
0.05%
-78.0%
Q1 2024$16,012,599
+11.0%
67,888
+3.3%
0.23%
-1.7%
Q4 2023$14,423,144
+16.7%
65,688
+3.5%
0.24%
+8.3%
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 Q2 2022
NameSharesValueWeighting ↓
Truepoint, Inc. 814,958$207,505,0009.68%
STEPHENS GROUP ASSET MANAGEMENT, LLC 394,373$100,415,0009.62%
BHK Investment Advisors, LLC 93,433$23,790,0009.38%
Fulcrum Capital LLC 159,437$40,596,0008.80%
Bryn Mawr Capital Management, LLC 79,447$20,229,0007.68%
Axiom Advisory, LLC 35,939$9,158,0007.52%
Praetorian Wealth Management, Inc. 89,166$22,703,0007.37%
Waverly Advisors, LLC 365,078$80,503,0006.96%
Trust Co 112,449$28,631,0006.68%
AIRE ADVISORS, LLC 57,003$14,517,0006.27%
View complete list of VANGUARD INDEX FDS shareholders