Integrated Wealth Concepts LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$35,150,100
-4.8%
165,482
-1.3%
0.62%
-2.1%
Q2 2023$36,917,314
+113540.7%
167,593
+5.3%
0.63%
-5.5%
Q1 2023$32,486
+52.5%
159,166
+42.8%
0.67%
+15.7%
Q4 2022$21,305
-99.9%
111,434
+2.4%
0.58%
-7.2%
Q3 2022$19,525,000
-9.9%
108,795
-5.3%
0.62%
-7.6%
Q2 2022$21,667,000
-17.7%
114,873
-0.6%
0.68%
-16.0%
Q1 2022$26,319,000
+36.7%
115,601
+45.0%
0.80%
+40.6%
Q4 2021$19,255,000
+4.5%
79,749
-3.9%
0.57%
-4.7%
Q3 2021$18,433,000
+5.8%
83,008
+6.2%
0.60%
-2.8%
Q2 2021$17,420,000
-4.9%
78,181
-11.7%
0.62%
-18.0%
Q1 2021$18,308,000
+27.2%
88,576
+19.8%
0.75%
+10.4%
Q4 2020$14,390,000
+14.5%
73,929
+0.1%
0.68%
-12.1%
Q3 2020$12,573,000
+13.5%
73,825
+4.3%
0.78%
-2.8%
Q2 2020$11,074,000
+16.6%
70,750
-4.0%
0.80%
-9.1%
Q1 2020$9,499,000
-24.3%
73,684
-3.9%
0.88%
-17.2%
Q4 2019$12,551,000
+14.9%
76,706
+6.0%
1.06%
-13.8%
Q3 2019$10,926,000
-44.5%
72,361
-45.2%
1.23%
-52.4%
Q2 2019$19,702,000
+8.3%
132,081
+5.1%
2.58%
-16.2%
Q1 2019$18,190,000
+22.7%
125,698
+8.2%
3.08%
-23.5%
Q4 2018$14,822,000
-14.6%
116,131
+0.3%
4.03%
-23.2%
Q3 2018$17,350,000
+1092.4%
115,757
+481.6%
5.24%
+954.7%
Q2 2018$1,455,000
-91.8%
19,902
-85.2%
0.50%
-93.0%
Q1 2018$17,814,000
-3.4%
134,316
+2.5%
7.14%
-9.5%
Q4 2017$18,443,000131,0937.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders