Vanguard Financials ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 49k | 131.24 |
| 2025-06-30 | $6.1M | 48k | 127.30 |
| 2025-03-31 | $5.7M | 48k | 119.47 |
| 2024-12-31 | $4.8M | 41k | 118.07 |
| 2024-09-30 | $4.4M | 40k | 109.91 |
| 2024-06-30 | $4.5M | 45k | 99.88 |
| 2024-03-31 | $4.4M | 44k | 102.39 |
| 2023-09-30 | $3.5M | 43k | 80.32 |
| 2023-06-30 | $3.5M | 43k | 81.24 |
| 2023-03-31 | $2.4M | 31k | 77.88 |
| 2022-12-31 | $1.9M | 23k | 82.75 |
| 2022-09-30 | $2.1M | 28k | 74.45 |
| 2022-06-30 | $2.0M | 26k | 77.18 |
| 2022-03-31 | $604k | 6.5k | 93.40 |
| 2021-12-31 | $534k | 5.5k | 96.60 |
| 2021-09-30 | $511k | 5.5k | 92.71 |
| 2021-06-30 | $452k | 5.0k | 90.54 |
| 2021-03-31 | $339k | 4.0k | 84.48 |
| 2020-12-31 | $358k | 4.9k | 72.88 |
| 2020-09-30 | $285k | 4.9k | 58.41 |
| 2020-06-30 | $291k | 5.1k | 57.11 |
| 2020-03-31 | $280k | 5.5k | 50.80 |
| 2019-12-31 | $553k | 7.3k | 76.25 |
| 2019-09-30 | $316k | 4.5k | 69.93 |
| 2019-06-30 | $229k | 3.3k | 69.12 |
| 2019-03-31 | $210k | 3.3k | 64.56 |
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