Vanguard Growth ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Growth ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 65k | 479.61 |
| 2025-06-30 | $28M | 65k | 438.40 |
| 2025-03-31 | $23M | 62k | 370.82 |
| 2024-12-31 | $26M | 63k | 410.44 |
| 2024-09-30 | $23M | 59k | 383.93 |
| 2024-06-30 | $22M | 58k | 374.01 |
| 2024-03-31 | $21M | 62k | 344.22 |
| 2023-09-30 | $14M | 52k | 272.31 |
| 2023-06-30 | $14M | 50k | 282.96 |
| 2023-03-31 | $13M | 51k | 249.43 |
| 2022-12-31 | $9.9M | 47k | 213.10 |
| 2022-09-30 | $10M | 47k | 213.94 |
| 2022-06-30 | $12M | 55k | 222.89 |
| 2022-03-31 | $19M | 65k | 287.61 |
| 2021-12-31 | $21M | 64k | 320.90 |
| 2021-09-30 | $18M | 63k | 290.17 |
| 2021-06-30 | $18M | 62k | 286.81 |
| 2021-03-31 | $16M | 61k | 257.04 |
| 2020-12-31 | $16M | 62k | 253.33 |
| 2020-09-30 | $13M | 58k | 227.62 |
| 2020-06-30 | $14M | 67k | 202.08 |
| 2020-03-31 | $9.8M | 62k | 156.70 |
| 2019-12-31 | $12M | 63k | 182.17 |
| 2019-09-30 | $9.7M | 58k | 166.28 |
| 2019-06-30 | $8.8M | 57k | 154.00 |
| 2019-03-31 | $3.3M | 21k | 156.40 |
| 2018-12-31 | $1.3M | 9.8k | 134.34 |
| 2018-09-30 | $1.1M | 6.7k | 161.49 |
| 2018-06-30 | $202k | 1.8k | 114.06 |
| 2018-03-31 | $785k | 5.7k | 138.35 |
| 2017-12-31 | $720k | 4.9k | 145.78 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts