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

Yes. Integrated Wealth Concepts holds 290,969 shares of VOO, worth $199.8M, as of its Q2 2026 13F filing. It increased the position by 99,738 shares (+52.2%) from Q1 2026. Integrated Wealth Concepts has held VOO in every 13F on record since Q1 2019, 30 quarterly filings. VOO is 1.3% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$199.8M

Current Shares

290,969

Total Value Change

+$145.5M

Total Shares Change

+187,900

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
290,969
+52.2%
$199.8M1.3%$685.05
67
2026-Q1
Increased
191,231
+142.8%
$114.3M0.9%$594.29
68
2025-Q4
Decreased
78,774
-32.4%
$49.4M0.6%$621.74
0
2025-Q3
Increased
116,567
+5.1%
$71.4M0.6%$605.41
44
2025-Q2
Increased
110,947
+6.3%
$63M0.6%$559.96
44
2025-Q1
Decreased
104,378
-7.7%
$53.6M0.6%$505.05
0
2024-Q4
Increased
113,074
+9.7%
$60.9M0.7%$527.69
46
2024-Q3
Increased
103,069
+3.1%
$54.4M0.7%$515.13
43

Other major holders of VOO: Vanguard Global Advisers, LLC, VANGUARD GROUP INC, RAYMOND JAMES FINANCIAL INC

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