Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,918,103
-0.7%
108,157
+2.3%
0.26%
+2.3%
Q2 2023$15,025,177
+175489.3%
105,737
+70.7%
0.26%
+46.0%
Q1 2023$8,557
+33.1%
61,958
+35.3%
0.18%
+0.6%
Q4 2022$6,428
-99.9%
45,795
+6.6%
0.18%
+3.6%
Q3 2022$5,303,000
-5.3%
42,946
+1.1%
0.17%
-2.9%
Q2 2022$5,602,000
-3.0%
42,476
+8.7%
0.17%
-1.7%
Q1 2022$5,775,000
+16.3%
39,079
+15.7%
0.18%
+19.6%
Q4 2021$4,967,000
+8.1%
33,762
-0.5%
0.15%
-0.7%
Q3 2021$4,593,000
-5.4%
33,931
-3.9%
0.15%
-13.4%
Q2 2021$4,855,000
+22.2%
35,320
+16.8%
0.17%
+5.5%
Q1 2021$3,974,000
+13.8%
30,227
+3.0%
0.16%
-1.2%
Q4 2020$3,492,000
+15.4%
29,352
+1.4%
0.16%
-11.3%
Q3 2020$3,025,000
+6.6%
28,947
+1.6%
0.19%
-8.8%
Q2 2020$2,837,000
+21.3%
28,486
+8.5%
0.20%
-5.6%
Q1 2020$2,339,000
-46.0%
26,265
-27.3%
0.22%
-41.0%
Q4 2019$4,332,000
+7.4%
36,141
-0.0%
0.37%
-19.4%
Q3 2019$4,035,000
+10.0%
36,150
+7.1%
0.45%
-5.4%
Q2 2019$3,667,000
+8.5%
33,756
+7.5%
0.48%
-16.1%
Q1 2019$3,381,000
+118.8%
31,412
+99.1%
0.57%
+36.2%
Q4 2018$1,545,000
-1.9%
15,776
+11.3%
0.42%
-11.8%
Q3 2018$1,575,000
-17.4%
14,172
-34.1%
0.48%
-26.9%
Q2 2018$1,907,000
+34.4%
21,520
+53.1%
0.65%
+14.4%
Q1 2018$1,419,000
+1.0%
14,059
+8.4%
0.57%
-5.3%
Q4 2017$1,405,00012,9650.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders