Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,278,984
-12.9%
78,174
-7.9%
0.29%
-10.3%
Q2 2023$18,689,502
+143499.7%
84,891
+37.6%
0.32%
+19.4%
Q1 2023$13,015
+65.1%
61,706
+59.6%
0.27%
+25.2%
Q4 2022$7,882
-99.9%
38,675
-29.5%
0.21%
-35.0%
Q3 2022$10,309,000
+10.1%
54,839
+15.3%
0.33%
+12.7%
Q2 2022$9,367,000
+17.5%
47,556
+41.8%
0.29%
+19.7%
Q1 2022$7,974,000
+1.4%
33,526
+8.6%
0.24%
+4.3%
Q4 2021$7,864,000
+4.4%
30,865
-3.0%
0.23%
-4.5%
Q3 2021$7,535,000
+6.1%
31,827
+6.3%
0.24%
-2.8%
Q2 2021$7,105,000
+29.1%
29,935
+20.4%
0.25%
+11.5%
Q1 2021$5,504,000
+54.9%
24,869
+44.7%
0.23%
+34.5%
Q4 2020$3,554,000
+28.6%
17,187
+9.6%
0.17%
-1.2%
Q3 2020$2,764,000
+69.4%
15,679
+57.5%
0.17%
+45.3%
Q2 2020$1,632,000
+35.9%
9,958
+9.1%
0.12%
+5.4%
Q1 2020$1,201,000
+3.4%
9,126
+40.0%
0.11%
+13.3%
Q4 2019$1,162,000
+5.6%
6,520
-0.7%
0.10%
-21.0%
Q3 2019$1,100,000
+14.8%
6,565
+14.7%
0.12%
-0.8%
Q2 2019$958,000
+45.4%
5,723
+39.7%
0.12%
+11.6%
Q1 2019$659,000
+37.3%
4,097
+18.0%
0.11%
-13.8%
Q4 2018$480,000
+6.0%
3,473
+25.7%
0.13%
-5.1%
Q3 2018$453,000
-81.2%
2,763
-85.7%
0.14%
-83.4%
Q2 2018$2,416,000
+490.7%
19,314
+612.4%
0.82%
+403.0%
Q1 2018$409,000
+10.8%
2,711
+16.7%
0.16%
+3.8%
Q4 2017$369,0002,3230.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders