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

Integrated Wealth Concepts LLC holds 191,231 shares of VOO (VANGUARD INDEX FDS), worth $114.3M as of 2026-Q1. The position was increased (+142.8% shares). VOO represents 0.9% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$114.3M

Current Shares

191,231

Total Value Change

+$64.3M

Total Shares Change

+91,265

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
191,231
+142.8%
$114.3M0.9%$625.72
68
2025-Q4
Decreased
78,774
-32.4%
$49.4M0.6%$631.72
0
2025-Q3
Increased
116,567
+5.1%
$71.4M0.6%$608.41
44
2025-Q2
Increased
110,947
+6.3%
$63M0.6%$562.00
44
2025-Q1
Decreased
104,378
-7.7%
$53.6M0.6%$506.34
0
2024-Q4
Increased
113,074
+9.7%
$60.9M0.7%$534.42
46
2024-Q3
Increased
103,069
+3.1%
$54.4M0.7%$517.34
43
2024-Q2
Increased
99,966
+2.2%
$50M0.7%$490.95
42

Other major holders of VOO: VANGUARD GROUP INC, Vanguard Global Advisers, LLC, CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

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