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
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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 |
|---|---|---|---|
| 2026-03-31 | $3.0M | 10k | 295.12 |
| 2025-12-31 | $1.0M | 3.3k | 309.08 |
| 2025-09-30 | $1.0M | 3.4k | 302.38 |
| 2025-06-30 | $950k | 3.4k | 280.89 |
| 2025-03-31 | $867k | 3.4k | 253.89 |
| 2024-12-31 | $1.4M | 5.2k | 266.72 |
| 2024-09-30 | $1.6M | 6.1k | 260.06 |
| 2024-06-30 | $2.3M | 9.3k | 246.08 |
| 2024-03-31 | $2.3M | 9.5k | 238.32 |
| 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 |
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