Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,526,625
+6.4%
7,128
+14.1%
0.03%
+8.0%
Q2 2023$1,434,840
+169904.7%
6,245
+60.2%
0.02%
+47.1%
Q1 2023$844
-5.8%
3,899
-12.7%
0.02%
-29.2%
Q4 2022$896
-99.9%
4,466
+38.1%
0.02%
+20.0%
Q3 2022$631,000
-5.0%
3,234
-4.0%
0.02%
-4.8%
Q2 2022$664,000
-18.7%
3,368
+2.2%
0.02%
-16.0%
Q1 2022$817,000
-12.4%
3,295
-0.5%
0.02%
-10.7%
Q4 2021$933,000
-7.2%
3,310
-7.7%
0.03%
-15.2%
Q3 2021$1,005,000
-11.8%
3,587
-8.8%
0.03%
-17.5%
Q2 2021$1,140,000
+26.2%
3,934
+19.6%
0.04%
+8.1%
Q1 2021$903,000
+8.7%
3,288
+5.9%
0.04%
-5.1%
Q4 2020$831,000
-9.6%
3,105
-27.4%
0.04%
-31.6%
Q3 2020$919,000
+10.3%
4,276
+2.5%
0.06%
-5.0%
Q2 2020$833,000
+46.7%
4,173
+10.4%
0.06%
+15.4%
Q1 2020$568,000
-6.6%
3,779
+23.6%
0.05%
+2.0%
Q4 2019$608,000
+18.3%
3,058
+8.2%
0.05%
-12.1%
Q3 2019$514,000
-3.4%
2,825
+1.4%
0.06%
-17.1%
Q2 2019$532,000
+10.4%
2,785
+3.9%
0.07%
-14.6%
Q1 2019$482,000
+39.7%
2,681
+17.1%
0.08%
-12.8%
Q4 2018$345,000
-6.2%
2,290
+15.1%
0.09%
-15.3%
Q3 2018$368,000
-82.6%
1,989
-85.3%
0.11%
-84.6%
Q2 2018$2,111,000
+656.6%
13,509
+675.5%
0.72%
+543.8%
Q1 2018$279,000
+13.0%
1,742
+15.7%
0.11%
+5.7%
Q4 2017$247,0001,5050.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders