Vanguard Mid-Cap Value ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 30k | 174.58 |
| 2025-06-30 | $4.4M | 27k | 164.46 |
| 2025-03-31 | $4.4M | 27k | 160.54 |
| 2024-12-31 | $5.3M | 33k | 161.77 |
| 2024-09-30 | $5.4M | 32k | 167.67 |
| 2024-06-30 | $5.1M | 34k | 150.43 |
| 2024-03-31 | $16M | 100k | 155.92 |
| 2023-09-30 | $19M | 143k | 130.96 |
| 2023-06-30 | $22M | 159k | 138.38 |
| 2023-03-31 | $11M | 85k | 134.07 |
| 2022-12-31 | $9.0M | 67k | 135.24 |
| 2022-09-30 | $455k | 3.7k | 121.72 |
| 2022-06-30 | $502k | 3.9k | 129.55 |
| 2022-03-31 | $526k | 3.5k | 149.60 |
| 2021-12-31 | $513k | 3.4k | 150.22 |
| 2021-09-30 | $501k | 3.6k | 139.55 |
| 2021-06-30 | $510k | 3.6k | 140.46 |
| 2021-03-31 | $394k | 2.9k | 134.75 |
| 2020-12-31 | $296k | 2.5k | 118.88 |
| 2020-09-30 | $255k | 2.5k | 101.23 |
| 2020-06-30 | $346k | 3.6k | 95.69 |
| 2020-03-31 | $290k | 3.6k | 81.21 |
| 2019-12-31 | $399k | 3.3k | 119.18 |
| 2019-09-30 | $374k | 3.3k | 113.13 |
| 2019-06-30 | $382k | 3.4k | 113.49 |
| 2019-03-31 | $365k | 3.4k | 108.02 |
| 2018-12-31 | $267k | 2.8k | 95.22 |
| 2018-09-30 | $301k | 2.7k | 112.78 |
| 2018-06-30 | $437k | 2.8k | 157.76 |
| 2018-03-31 | $315k | 2.9k | 106.96 |
| 2017-12-31 | $339k | 3.0k | 113.91 |
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