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VTIVTI
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD TOTAL STOCK MARKET VIPERS

Integrated Wealth Concepts LLC holds 239,881 shares of VTI (VANGUARD TOTAL STOCK MARKET VIPERS), worth $88.8M as of 2026-Q2. The position was increased (+29.2% shares). VTI represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$88.8M

Current Shares

239,881

Total Value Change

+$70.6M

Total Shares Change

+114,183

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
239,881
+29.2%
$88.8M0.4%$370.04
45
2026-Q1
Increased
185,666
+46.2%
$59.6M0.5%$319.89
48
2025-Q4
Decreased
127,002
-34.8%
$42.6M0.5%$333.26
0
2025-Q3
Decreased
194,833
-0.5%
$63.9M0.6%$325.28
0
2025-Q2
Increased
195,750
+6.3%
$59.5M0.6%$300.42
44
2025-Q1
Decreased
184,097
-1.4%
$50.6M0.6%$270.85
0
2024-Q4
Increased
186,623
+21.0%
$54.1M0.6%$284.60
49
2024-Q3
Increased
154,291
+0.6%
$43.7M0.5%$277.18
41
2024-Q2
Increased
153,330
+2.0%
$41M0.6%$262.63
42
2024-Q1
Decreased
150,249
-5.7%
$39.1M0.6%$254.25
0
2023-Q4
Decreased
159,383
-3.7%
$37.8M0.6%$231.25
0
2023-Q3
Decreased
165,482
-1.3%
$35.2M0.6%$206.18
0
2023-Q2
Increased
167,593
+5.3%
$36.9M0.6%$211.77
43
2023-Q1
Increased
159,166
+42.8%
$32.5M0.7%$195.47
55
2022-Q4
Increased
111,434
+2.4%
$21.3M0.6%$183.47
41
2022-Q3
Decreased
108,795
-5.3%
$19.5M0.6%$170.37
0
2022-Q2
Decreased
114,873
-0.6%
$21.7M0.7%$178.30
0
2022-Q1
Increased
115,601
+45.0%
$26.3M0.8%$214.35
55
2021-Q4
Decreased
79,749
-3.9%
$19.3M0.6%$226.61
0
2021-Q3
Increased
83,008
+6.2%
$18.4M0.6%$207.68
42
2021-Q2
Decreased
78,181
-11.7%
$17.4M0.6%$207.73
0
2021-Q1
Increased
88,576
+19.8%
$18.3M0.8%$192.11
47
2020-Q4
Increased
73,929
+0.1%
$14.4M0.7%$180.30
39
2020-Q3
Increased
73,825
+4.3%
$12.6M0.8%$157.13
41
2020-Q2
Decreased
70,750
-4.0%
$11.1M0.8%$143.83
0
2020-Q1
Decreased
73,684
-3.9%
$9.5M0.9%$117.91
0
2019-Q4
Increased
76,706
+6.0%
$12.6M1.1%$149.42
47
2019-Q3
Decreased
72,361
-45.2%
$10.9M1.2%$136.88
0
2019-Q2
Increased
132,081
+5.1%
$19.7M2.6%$136.06
51
2019-Q1
New
125,698
-
$18.2M3.1%$130.70
78

Other major holders of VTI: Rakuten Investment Management, Inc., Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC

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