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Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD S&P 500 ETF

Integrated Wealth Concepts LLC holds 324,208 shares of VOO (VANGUARD S&P 500 ETF), worth $222.7M as of 2026-Q2. The position was increased (+69.5% shares). VOO represents 1.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$222.7M

Current Shares

324,208

Total Value Change

+$168.3M

Total Shares Change

+221,139

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
324,208
+69.5%
$222.7M1.1%$686.81
72
2026-Q1
Increased
191,231
+142.8%
$114.3M0.9%$595.81
68
2025-Q4
Decreased
78,774
-32.4%
$49.4M0.6%$623.34
0
2025-Q3
Increased
116,567
+5.1%
$71.4M0.6%$606.96
44
2025-Q2
Increased
110,947
+6.3%
$63M0.6%$561.40
44
2025-Q1
Decreased
104,378
-7.7%
$53.6M0.6%$506.35
0
2024-Q4
Increased
113,074
+9.7%
$60.9M0.7%$529.05
46
2024-Q3
Increased
103,069
+3.1%
$54.4M0.7%$516.46
43

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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