Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 740 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,735,965
-3.5%
19,091
-0.1%
0.07%0.0%
Q2 2023$3,872,079
+124967.2%
19,101
+15.2%
0.07%
+3.1%
Q1 2023$3,096
+9.3%
16,574
+1.9%
0.06%
-16.9%
Q4 2022$2,833
-99.9%
16,261
-3.4%
0.08%
-12.5%
Q3 2022$2,754,000
-9.0%
16,837
-4.1%
0.09%
-6.4%
Q2 2022$3,026,000
-16.3%
17,556
+1.3%
0.09%
-14.5%
Q1 2022$3,614,000
-2.4%
17,334
+3.5%
0.11%0.0%
Q4 2021$3,702,000
+11.6%
16,750
+1.5%
0.11%
+1.9%
Q3 2021$3,316,000
+2.8%
16,504
+2.7%
0.11%
-5.3%
Q2 2021$3,225,000
+13.9%
16,065
+5.1%
0.11%
-1.7%
Q1 2021$2,832,000
+2.5%
15,283
-2.8%
0.12%
-11.5%
Q4 2020$2,764,000
+10.3%
15,729
-1.8%
0.13%
-15.5%
Q3 2020$2,507,000
+9.4%
16,024
-0.0%
0.16%
-6.1%
Q2 2020$2,292,000
+20.6%
16,027
-0.2%
0.16%
-6.2%
Q1 2020$1,901,000
-24.6%
16,053
-5.8%
0.18%
-17.4%
Q4 2019$2,521,000
+7.7%
17,050
-0.7%
0.21%
-19.0%
Q3 2019$2,341,000
-1.0%
17,170
-2.1%
0.26%
-15.2%
Q2 2019$2,364,000
+2.4%
17,546
-1.3%
0.31%
-20.7%
Q1 2019$2,308,000
+11.6%
17,783
-1.3%
0.39%
-30.4%
Q4 2018$2,069,000
-13.8%
18,011
+0.5%
0.56%
-22.5%
Q3 2018$2,401,000
-71.1%
17,920
-82.0%
0.72%
-74.4%
Q2 2018$8,294,000
+261.9%
99,638
+414.5%
2.83%
+208.1%
Q1 2018$2,292,000
-7.6%
19,366
-1.7%
0.92%
-13.4%
Q4 2017$2,481,00019,7011.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders