Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,704,432
-8.7%
109,507
-3.9%
0.36%
-5.9%
Q2 2023$22,668,848
+150134.3%
113,977
+43.2%
0.39%
+24.8%
Q1 2023$15,089
+37.3%
79,601
+32.9%
0.31%
+4.0%
Q4 2022$10,991
-99.9%
59,881
-9.9%
0.30%
-17.6%
Q3 2022$11,354,000
+7.6%
66,433
+10.9%
0.36%
+10.7%
Q2 2022$10,549,000
+26.6%
59,903
+52.7%
0.33%
+28.6%
Q1 2022$8,335,000
+1.2%
39,219
+7.6%
0.26%
+4.1%
Q4 2021$8,236,000
+5.2%
36,441
+1.8%
0.24%
-3.9%
Q3 2021$7,829,000
+2.2%
35,805
+5.3%
0.26%
-6.2%
Q2 2021$7,664,000
+15.0%
34,019
+9.3%
0.27%
-0.7%
Q1 2021$6,663,000
+13.4%
31,124
+3.1%
0.27%
-1.4%
Q4 2020$5,875,000
+34.1%
30,176
+5.9%
0.28%
+3.0%
Q3 2020$4,382,000
+12.7%
28,494
+6.8%
0.27%
-3.6%
Q2 2020$3,889,000
+22.1%
26,686
-3.3%
0.28%
-4.8%
Q1 2020$3,184,000
-39.2%
27,583
-12.8%
0.29%
-33.5%
Q4 2019$5,241,000
+28.3%
31,640
+19.2%
0.44%
-3.9%
Q3 2019$4,086,000
+4.1%
26,553
+5.8%
0.46%
-10.5%
Q2 2019$3,926,000
+13.6%
25,095
+11.0%
0.51%
-12.1%
Q1 2019$3,455,000
+57.5%
22,613
+36.1%
0.58%
-1.8%
Q4 2018$2,193,000
+1.0%
16,614
+23.1%
0.60%
-9.1%
Q3 2018$2,172,000
+596.2%
13,495
+237.5%
0.66%
+518.9%
Q2 2018$312,000
-84.4%
3,999
-71.4%
0.11%
-86.8%
Q1 2018$2,002,000
+1.2%
13,965
+6.2%
0.80%
-5.1%
Q4 2017$1,978,00013,1450.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders