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VNQVNQ
Showing 8 of 30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD INDEX FDS

Yes. Integrated Wealth Concepts holds 74,680 shares of VNQ, worth $7.2M, as of its Q2 2026 13F filing. It increased the position by 8,574 shares (+13.0%) from Q1 2026. Integrated Wealth Concepts has held VNQ in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$7.2M

Current Shares

74,680

Total Value Change

-$115,042

Total Shares Change

-422

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
74,680
+13.0%
$7.2M0.0%$96.43
31
2026-Q1
Increased
66,106
+31.0%
$5.9M0.0%$87.93
34
2025-Q4
Decreased
50,449
-27.1%
$4.5M0.1%$86.79
0
2025-Q3
Increased
69,214
+6.3%
$6.3M0.1%$88.85
29
2025-Q2
Decreased
65,145
-11.9%
$5.8M0.1%$85.74
0
2025-Q1
Decreased
73,914
-11.7%
$6.7M0.1%$86.32
0
2024-Q4
Increased
83,720
+11.5%
$7.5M0.1%$84.06
31
2024-Q3
Increased
75,102
+50.5%
$7.3M0.1%$91.05
38

Other major holders of VNQ: Creative Planning, WELLS FARGO & COMPANY/MN

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