Vanguard Large-Cap ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 54k | 307.86 |
| 2025-06-30 | $16M | 55k | 285.30 |
| 2025-03-31 | $17M | 67k | 257.03 |
| 2024-12-31 | $8.5M | 32k | 269.70 |
| 2024-09-30 | $6.0M | 23k | 263.29 |
| 2024-06-30 | $5.6M | 23k | 249.62 |
| 2024-03-31 | $5.4M | 23k | 239.79 |
| 2023-09-30 | $3.7M | 19k | 195.69 |
| 2023-06-30 | $3.9M | 19k | 202.72 |
| 2023-03-31 | $3.1M | 17k | 186.80 |
| 2022-12-31 | $2.8M | 16k | 174.22 |
| 2022-09-30 | $2.8M | 17k | 163.57 |
| 2022-06-30 | $3.0M | 18k | 172.36 |
| 2022-03-31 | $3.6M | 17k | 208.49 |
| 2021-12-31 | $3.7M | 17k | 221.01 |
| 2021-09-30 | $3.3M | 17k | 200.92 |
| 2021-06-30 | $3.2M | 16k | 200.75 |
| 2021-03-31 | $2.8M | 15k | 185.30 |
| 2020-12-31 | $2.8M | 16k | 175.73 |
| 2020-09-30 | $2.5M | 16k | 156.45 |
| 2020-06-30 | $2.3M | 16k | 143.01 |
| 2020-03-31 | $1.9M | 16k | 118.42 |
| 2019-12-31 | $2.5M | 17k | 147.86 |
| 2019-09-30 | $2.3M | 17k | 136.34 |
| 2019-06-30 | $2.4M | 18k | 134.73 |
| 2019-03-31 | $2.3M | 18k | 129.79 |
| 2018-12-31 | $2.1M | 18k | 114.87 |
| 2018-09-30 | $2.4M | 18k | 133.98 |
| 2018-06-30 | $8.3M | 100k | 83.24 |
| 2018-03-31 | $2.3M | 19k | 118.35 |
| 2017-12-31 | $2.5M | 20k | 125.93 |
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