Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,390 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,632,380
-25.2%
153,745
-17.3%
0.20%
-22.9%
Q2 2023$15,541,084
+105924.6%
185,987
+5.4%
0.27%
-11.9%
Q1 2023$14,658
+39.2%
176,519
+38.3%
0.30%
+5.6%
Q4 2022$10,530
-99.8%
127,673
+86.8%
0.29%
+63.4%
Q3 2022$5,479,000
+32.1%
68,337
+50.1%
0.18%
+35.7%
Q2 2022$4,147,000
+83.1%
45,516
+117.7%
0.13%
+87.0%
Q1 2022$2,265,000
-94.7%
20,905
-94.3%
0.07%
-94.5%
Q4 2021$42,396,000
+12.7%
365,453
-1.2%
1.26%
+2.9%
Q3 2021$37,633,000
+1974.6%
369,747
+1974.5%
1.22%
+1814.1%
Q2 2021$1,814,000
+10.3%
17,823
-0.4%
0.06%
-5.9%
Q1 2021$1,645,000
+15.1%
17,903
+6.4%
0.07%0.0%
Q4 2020$1,429,000
+13.8%
16,828
+5.8%
0.07%
-11.7%
Q3 2020$1,256,000
+23.1%
15,906
+22.5%
0.08%
+5.5%
Q2 2020$1,020,000
+10.4%
12,983
-1.8%
0.07%
-14.1%
Q1 2020$924,000
-39.2%
13,226
-19.2%
0.08%
-33.6%
Q4 2019$1,519,000
+14.6%
16,366
+15.1%
0.13%
-14.1%
Q3 2019$1,326,000
+13.7%
14,224
+7.9%
0.15%
-2.6%
Q2 2019$1,166,000
+13.0%
13,182
+11.0%
0.15%
-12.6%
Q1 2019$1,032,000
+49.6%
11,874
+28.3%
0.18%
-6.4%
Q4 2018$690,000
-6.9%
9,254
-0.2%
0.19%
-16.5%
Q3 2018$741,000
+232.3%
9,268
+112.7%
0.22%
+194.7%
Q2 2018$223,000
-71.3%
4,357
-58.3%
0.08%
-75.6%
Q1 2018$777,000
+6.0%
10,439
+16.2%
0.31%
-0.6%
Q4 2017$733,0008,9870.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders