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Vanguard Instl Index shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vanguard Instl Index (VGUS) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index 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 Instl Index by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $495k 6.5k 75.66

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)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Instl Index

LPL Financial
Bank of America Corporation
RFP Financial Group
Morgan Stanley
Coston, McIsaac & Partners
Pathway Financial Advisors
Pines Wealth Management
UBS Group
Branch Banking & Trust Company
Hikari Power
Zhang Financial
Farther Finance Advisors
Royal Bank of Canada
Strategic Investment Solutions
Peter F. Mathieson

View all funds holding Vanguard Instl Index