How many shares of VO does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 1M shares of VO (VANGUARD MID-CAP ETF).

What is Integrated Wealth Concepts LLC's VO position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's VO position is worth $81.7M.

Is Integrated Wealth Concepts LLC buying or selling VO?

In 2026-Q2, Integrated Wealth Concepts LLC increased their VO position (+928.1% change in shares).

When did Integrated Wealth Concepts LLC first buy VO?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in VO in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

VO
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD MID-CAP ETF

Current Value

$81.7M

Current Shares

Total Value Change

+$81.1M

Total Shares Change

+1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1M	+928.1%	$81.7M	0.4%	$80.57	57
2026-Q1	Increased	98,664	+29.4%	$28.3M	0.2%	$71.57	43
2025-Q4	Decreased	76,269	-30.3%	$22.1M	0.3%	$72.05	0
2025-Q3	Increased	109,472	+3.8%	$32.2M	0.3%	$72.64	36
2025-Q2	Decreased	105,452	-2.5%	$29.5M	0.3%	$68.96	0
2025-Q1	Increased	108,210	+3.9%	$28M	0.3%	$63.49	36
2024-Q4	Increased	104,149	+2.0%	$27.5M	0.3%	$64.55	35
2024-Q3	Increased	102,061	+15.0%	$26.9M	0.3%	$64.22	39
2024-Q2	Increased	88,773	+13.0%	$21.5M	0.3%	$58.71	38
2024-Q1	Increased	78,548	+1.2%	$19.6M	0.3%	$60.36	34
2023-Q4	Decreased	77,603	-0.7%	$18.1M	0.3%	$55.98	0
2023-Q3	Decreased	78,174	-7.9%	$16.3M	0.3%	$49.85	0
2023-Q2	Increased	84,891	+37.6%	$18.7M	0.3%	$52.51	44
2023-Q1	Increased	61,706	+59.5%	$13M	0.3%	$50.12	48
2022-Q4	Decreased	38,675	-29.5%	$7.9M	0.2%	$48.25	0
2022-Q3	Increased	54,839	+15.3%	$10.3M	0.3%	$44.26	38
2022-Q2	Increased	47,556	+41.9%	$9.4M	0.3%	$46.18	44
2022-Q1	Increased	33,526	+8.6%	$8M	0.2%	$55.60	36
2021-Q4	Decreased	30,865	-3.0%	$7.9M	0.2%	$59.37	0
2021-Q3	Increased	31,827	+6.3%	$7.5M	0.2%	$54.97	35
2021-Q2	Increased	29,935	+20.4%	$7.1M	0.3%	$54.97	39
2021-Q1	Increased	24,869	+44.7%	$5.5M	0.2%	$51.11	44
2020-Q4	Increased	17,187	+9.6%	$3.6M	0.2%	$47.61	35
2020-Q3	Increased	15,679	+57.5%	$2.8M	0.2%	$40.40	45
2020-Q2	Increased	9,958	+9.1%	$1.6M	0.1%	$37.42	34
2020-Q1	Increased	9,126	+40.0%	$1.2M	0.1%	$29.93	40
2019-Q4	Decreased	6,520	-0.7%	$1.2M	0.1%	$40.31	0
2019-Q3	Increased	6,565	+14.7%	$1.1M	0.1%	$37.71	34
2019-Q2	Increased	5,723	+39.7%	$958,000	0.1%	$37.49	40
2019-Q1	New	4,097	-	$659,000	0.1%	$35.93	41

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

VO30 quarters

VO
30 quarters