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Vanguard Extended Duration ETF shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vanguard Extended Duration ETF (EDV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Vanguard Extended Duration ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Duration ETF held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Extended Duration ETF by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 3.8k 68.45
2022-03-31 $600k 4.9k 121.68
2020-09-30 $2.3M 14k 165.59
2020-06-30 $21M 129k 166.03
2020-03-31 $17M 100k 167.66
2019-09-30 $23M 165k 141.30
2019-06-30 $12M 102k 120.86
2018-12-31 $4.9M 43k 113.46

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Extended Duration ETF

Midland Wealth Advisors
Mirae Asset Global Investments
Morgan Stanley
LPL Financial
Adviser Investments
Susquehanna International
Hantz Financial Services
SBI Securities
Harvest Portfolios Group
Fluent Financial
Harbour Investments
Valtinson Bruner Financial Planning
Alliancebernstein
Mml Investors Services
Raymond James Financial

View all funds holding Vanguard Extended Duration ETF