Vanguard Small-Cap ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 104k | 254.28 |
| 2025-06-30 | $24M | 102k | 236.98 |
| 2025-03-31 | $22M | 101k | 221.75 |
| 2024-12-31 | $25M | 106k | 240.28 |
| 2024-09-30 | $29M | 124k | 237.21 |
| 2024-06-30 | $25M | 116k | 218.04 |
| 2024-03-31 | $25M | 111k | 228.63 |
| 2023-09-30 | $21M | 110k | 189.07 |
| 2023-06-30 | $23M | 114k | 198.89 |
| 2023-03-31 | $15M | 80k | 189.56 |
| 2022-12-31 | $11M | 60k | 183.55 |
| 2022-09-30 | $11M | 66k | 170.91 |
| 2022-06-30 | $11M | 60k | 176.10 |
| 2022-03-31 | $8.3M | 39k | 212.52 |
| 2021-12-31 | $8.2M | 36k | 226.01 |
| 2021-09-30 | $7.8M | 36k | 218.66 |
| 2021-06-30 | $7.7M | 34k | 225.29 |
| 2021-03-31 | $6.7M | 31k | 214.08 |
| 2020-12-31 | $5.9M | 30k | 194.69 |
| 2020-09-30 | $4.4M | 29k | 153.79 |
| 2020-06-30 | $3.9M | 27k | 145.73 |
| 2020-03-31 | $3.2M | 28k | 115.43 |
| 2019-12-31 | $5.2M | 32k | 165.64 |
| 2019-09-30 | $4.1M | 27k | 153.88 |
| 2019-06-30 | $3.9M | 25k | 156.45 |
| 2019-03-31 | $3.5M | 23k | 152.79 |
| 2018-12-31 | $2.2M | 17k | 132.00 |
| 2018-09-30 | $2.2M | 14k | 160.95 |
| 2018-06-30 | $312k | 4.0k | 78.02 |
| 2018-03-31 | $2.0M | 14k | 143.36 |
| 2017-12-31 | $2.0M | 13k | 150.48 |
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