Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,263,602
+0.2%
52,380
+4.1%
0.25%
+3.3%
Q2 2023$14,242,076
+112370.0%
50,332
-0.9%
0.24%
-6.5%
Q1 2023$12,663
+27.9%
50,767
+9.2%
0.26%
-3.0%
Q4 2022$9,904
-99.9%
46,475
-0.9%
0.27%
-16.2%
Q3 2022$10,036,000
-18.1%
46,910
-14.6%
0.32%
-15.7%
Q2 2022$12,250,000
-34.2%
54,959
-15.1%
0.38%
-33.0%
Q1 2022$18,609,000
-9.2%
64,703
+1.3%
0.57%
-6.7%
Q4 2021$20,502,000
+11.4%
63,890
+0.7%
0.61%
+1.8%
Q3 2021$18,410,000
+4.3%
63,445
+3.1%
0.60%
-4.3%
Q2 2021$17,656,000
+13.3%
61,559
+1.6%
0.63%
-2.2%
Q1 2021$15,581,000
-0.3%
60,617
-1.8%
0.64%
-13.4%
Q4 2020$15,630,000
+17.6%
61,697
+5.7%
0.74%
-9.8%
Q3 2020$13,288,000
-1.7%
58,379
-12.7%
0.82%
-15.8%
Q2 2020$13,518,000
+38.5%
66,893
+7.4%
0.97%
+8.0%
Q1 2020$9,758,000
-15.2%
62,273
-1.5%
0.90%
-7.2%
Q4 2019$11,512,000
+19.0%
63,192
+8.6%
0.97%
-10.8%
Q3 2019$9,678,000
+9.5%
58,204
+1.4%
1.09%
-6.0%
Q2 2019$8,839,000
+168.9%
57,396
+173.1%
1.16%
+108.3%
Q1 2019$3,287,000
+148.8%
21,017
+113.7%
0.56%
+54.9%
Q4 2018$1,321,000
+21.6%
9,833
+46.2%
0.36%
+9.5%
Q3 2018$1,086,000
+437.6%
6,725
+279.7%
0.33%
+375.4%
Q2 2018$202,000
-74.3%
1,771
-68.8%
0.07%
-78.1%
Q1 2018$785,000
+9.0%
5,674
+14.9%
0.32%
+2.3%
Q4 2017$720,0004,9390.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders