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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF 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 Mid-Cap Value ETF by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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