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Vanguard Scottsdale Fds cmn shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VONE) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn 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 Scottsdale Fds cmn by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 11k 194.66
2023-06-30 $2.4M 12k 201.56
2023-03-31 $1.3M 7.1k 186.38

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Scottsdale Fds cmn

Red Cedar Investment Management
UBS Group
Bank of America Corporation
Daido Life Insurance
Austin Private Wealth
HPM Partners
Goldman Sachs Group
Warren Averett Asset Management
Private Capital Management
Stifel Financial
Bank of New York Mellon
Hilltop Partners
Flower City Capital
Sherrill & Hutchins Financial Advisory
Raymond James & Associates

View all funds holding Vanguard Scottsdale Fds cmn