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
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 191,231 |
+142.8% |
| $114.3M |
| 0.9% |
| $625.72 |
68 |
| 2025-Q4 | Decreased | 78,774 | -32.4% | $49.4M | 0.6% | $631.72 | 0 |
| 2025-Q3 | Increased | 116,567 | +5.1% | $71.4M | 0.6% | $608.41 | 44 |
| 2025-Q2 | Increased | 110,947 | +6.3% | $63M | 0.6% | $562.00 | 44 |
| 2025-Q1 | Decreased | 104,378 | -7.7% | $53.6M | 0.6% | $506.34 | 0 |
| 2024-Q4 | Increased | 113,074 | +9.7% | $60.9M | 0.7% | $534.42 | 46 |
| 2024-Q3 | Increased | 103,069 | +3.1% | $54.4M | 0.7% | $517.34 | 43 |
| 2024-Q2 | Increased | 99,966 | +2.2% | $50M | 0.7% | $490.95 | 42 |