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EDVEDV
12 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD WORLD FD

Integrated Wealth Concepts LLC holds 1,445 shares of EDV (VANGUARD WORLD FD), worth $104,903 as of 2026-Q2. This is a new position. EDV represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$104,903

Current Shares

1,445

Total Value Change

-$12.2M

Total Shares Change

-100,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1,445
-
$104,9030.0%$64.21
30
2025-Q4
Exited
0
-100.0%
$00.0%$65.79
0
2025-Q3
New
3,765
-
$257,7080.0%$67.24
32
2022-Q2
Exited
0
-100.0%
$00.0%$85.49
0
2022-Q1
New
4,931
-
$600,0000.0%$103.91
34
2020-Q4
Exited
0
-100.0%
$00.0%$127.86
0
2020-Q3
Decreased
14,180
-89.0%
$2.3M0.1%$134.84
0
2020-Q2
Increased
128,595
+28.3%
$21.4M1.5%$133.96
56
2020-Q1
New
100,241
-
$16.8M1.6%$135.23
64
2019-Q4
Exited
0
-100.0%
$00.0%$105.08
0
2019-Q3
Increased
164,719
+61.6%
$23.3M2.6%$110.43
71
2019-Q2
New
101,920
-
$12.3M1.6%$99.00
64

Other major holders of EDV: JANE STREET GROUP, LLC, JPMORGAN CHASE & CO, PRUDENTIAL PLC

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