Integrated Wealth Concepts »

Vanguard Total World Stock Idx shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total World Stock Idx by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3M 45k 141.06
2025-09-30 $6.4M 46k 137.80
2025-06-30 $5.5M 43k 128.52
2025-03-31 $4.6M 40k 115.95
2024-12-31 $4.6M 39k 117.48
2024-09-30 $4.2M 35k 119.70
2024-06-30 $3.7M 33k 112.63
2024-03-31 $3.5M 32k 110.50
2023-09-30 $1.9M 20k 93.18
2023-06-30 $1.9M 20k 96.98
2023-03-31 $1.7M 19k 92.09
2022-12-31 $1.7M 19k 86.18
2022-09-30 $1.5M 19k 78.86
2022-06-30 $1.6M 19k 85.32
2022-03-31 $1.9M 19k 101.30
2021-12-31 $2.0M 19k 107.45
2021-09-30 $2.1M 21k 101.82
2021-06-30 $2.1M 20k 103.63
2021-03-31 $2.0M 20k 97.30
2020-12-31 $1.9M 21k 92.57
2020-09-30 $1.7M 21k 80.66
2020-06-30 $1.6M 21k 74.80
2020-03-31 $1.2M 19k 62.80
2019-12-31 $1.6M 20k 80.98
2019-09-30 $1.4M 19k 74.83
2019-06-30 $1.4M 19k 75.16
2019-03-31 $1.4M 19k 73.15
2018-12-31 $1.2M 18k 65.48
2018-09-30 $1.3M 18k 76.07
2018-06-30 $440k 8.0k 54.75
2018-03-31 $1.4M 20k 72.17
2017-12-31 $1.3M 17k 76.41

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Cambridge Associates
Us Bancorp
Schroder Investment Management Group
Northern Trust
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
Brandywine Trust Company
Alliancebernstein
Envestnet Asset Management
ARGI Investment Services
Lockheed Martin Investment Management Company
UBS Group
Angeles Wealth Management

View all funds holding Vanguard Total World Stock Idx