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Vanguard Us Value Factor shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vanguard Us Value Factor (VFVA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Vanguard Us Value Factor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Us Value Factor 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 Us Value Factor by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $288k 2.2k 132.79
2025-09-30 $253k 2.0k 127.55
2023-09-30 $461k 4.6k 100.07

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Us Value Factor

Vantagepoint Investment Advisers
Armbruster Capital Management
Anderson Hoagland & Co
Equitable Holdings
Burrus Financial Services
Menora Mivtachim Holdings
Adviser Investments
Sterling Manor Financial
LPL Financial
Umb Bank N A
Capital Advisors Wealth Management
RFP Financial Group
Raymond James Financial
EP Wealth Advisors
Lebenthal Global Advisors

View all funds holding Vanguard Us Value Factor