Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 650 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$537,133
-2.1%
3,748
+1.7%
0.01%0.0%
Q2 2023$548,802
+104633.2%
3,687
-1.3%
0.01%
-18.2%
Q1 2023$524
+25.4%
3,736
+18.8%
0.01%0.0%
Q4 2022$418
-99.9%
3,144
+1.6%
0.01%
-15.4%
Q3 2022$393,000
-6.2%
3,095
-3.1%
0.01%0.0%
Q2 2022$419,000
-28.0%
3,194
-9.1%
0.01%
-27.8%
Q1 2022$582,000
-12.0%
3,513
-2.9%
0.02%
-10.0%
Q4 2021$661,000
-2.1%
3,617
-2.2%
0.02%
-9.1%
Q3 2021$675,000
+2.0%
3,699
+5.4%
0.02%
-4.3%
Q2 2021$662,000
+16.1%
3,510
+8.9%
0.02%0.0%
Q1 2021$570,000
+6.9%
3,222
-0.6%
0.02%
-8.0%
Q4 2020$533,000
+14.6%
3,240
-9.5%
0.02%
-13.8%
Q3 2020$465,000
-32.9%
3,582
-38.8%
0.03%
-42.0%
Q2 2020$693,000
+30.8%
5,8520.0%0.05%
+2.0%
Q1 2020$530,000
-29.0%
5,852
-1.1%
0.05%
-22.2%
Q4 2019$746,000
+23.9%
5,917
+14.3%
0.06%
-7.4%
Q3 2019$602,000
+73.5%
5,175
-2.1%
0.07%
+51.1%
Q2 2019$347,000
-36.7%
5,287
+11.4%
0.04%
-51.6%
Q1 2019$548,000
+16.3%
4,746
+0.5%
0.09%
-27.3%
Q4 2018$471,000
+102.1%
4,724
+146.0%
0.13%
+82.9%
Q3 2018$233,000
+2.6%
1,9200.0%0.07%
-9.1%
Q2 2018$227,000
+8.6%
1,9200.0%0.08%
-8.3%
Q1 2018$209,000
-1.9%
1,920
+2.7%
0.08%
-7.7%
Q4 2017$213,0001,8700.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders