Vanguard S&p 500 Etf idx shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $33M | 84k | 392.70 |
| 2023-06-30 | $35M | 87k | 407.28 |
| 2023-03-31 | $25M | 65k | 376.07 |
| 2022-12-31 | $17M | 49k | 351.33 |
| 2022-09-30 | $24M | 73k | 328.29 |
| 2022-06-30 | $20M | 58k | 346.88 |
| 2022-03-31 | $19M | 46k | 415.18 |
| 2021-12-31 | $20M | 46k | 436.57 |
| 2021-09-30 | $16M | 41k | 394.39 |
| 2021-06-30 | $14M | 35k | 393.53 |
| 2021-03-31 | $13M | 35k | 364.31 |
| 2020-12-31 | $10M | 30k | 343.70 |
| 2020-09-30 | $7.4M | 24k | 307.65 |
| 2020-06-30 | $6.8M | 24k | 283.43 |
| 2020-03-31 | $5.4M | 23k | 236.84 |
| 2019-12-31 | $10M | 35k | 295.79 |
| 2019-09-30 | $5.2M | 19k | 272.59 |
| 2019-06-30 | $3.0M | 17k | 180.07 |
| 2019-03-31 | $4.0M | 15k | 259.52 |
| 2018-12-31 | $2.7M | 12k | 229.77 |
| 2018-09-30 | $1.5M | 5.5k | 268.08 |
| 2018-06-30 | $864k | 11k | 81.02 |
| 2018-03-31 | $1.3M | 5.7k | 236.47 |
| 2017-12-31 | $1.4M | 5.7k | 251.71 |
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