Vanguard Mid-Cap ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 110k | 293.74 |
| 2025-06-30 | $30M | 106k | 279.83 |
| 2025-03-31 | $28M | 108k | 258.62 |
| 2024-12-31 | $28M | 104k | 264.13 |
| 2024-09-30 | $27M | 102k | 263.83 |
| 2024-06-30 | $22M | 89k | 242.10 |
| 2024-03-31 | $20M | 79k | 249.93 |
| 2023-09-30 | $16M | 78k | 208.24 |
| 2023-06-30 | $19M | 85k | 220.16 |
| 2023-03-31 | $13M | 62k | 210.92 |
| 2022-12-31 | $7.9M | 39k | 203.80 |
| 2022-09-30 | $10M | 55k | 187.99 |
| 2022-06-30 | $9.4M | 48k | 196.97 |
| 2022-03-31 | $8.0M | 34k | 237.85 |
| 2021-12-31 | $7.9M | 31k | 254.79 |
| 2021-09-30 | $7.5M | 32k | 236.75 |
| 2021-06-30 | $7.1M | 30k | 237.35 |
| 2021-03-31 | $5.5M | 25k | 221.32 |
| 2020-12-31 | $3.6M | 17k | 206.78 |
| 2020-09-30 | $2.8M | 16k | 176.29 |
| 2020-06-30 | $1.6M | 10k | 163.89 |
| 2020-03-31 | $1.2M | 9.1k | 131.60 |
| 2019-12-31 | $1.2M | 6.5k | 178.22 |
| 2019-09-30 | $1.1M | 6.6k | 167.56 |
| 2019-06-30 | $958k | 5.7k | 167.39 |
| 2019-03-31 | $659k | 4.1k | 160.85 |
| 2018-12-31 | $480k | 3.5k | 138.21 |
| 2018-09-30 | $453k | 2.8k | 163.95 |
| 2018-06-30 | $2.4M | 19k | 125.09 |
| 2018-03-31 | $409k | 2.7k | 150.87 |
| 2017-12-31 | $369k | 2.3k | 158.85 |
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