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

Integrated Wealth Concepts LLC holds 185,666 shares of VTI (VANGUARD INDEX FDS), worth $59.6M as of 2026-Q1. The position was increased (+46.2% shares). VTI represents 0.5% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$59.6M

Current Shares

185,666

Total Value Change

+$18.5M

Total Shares Change

+32,336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
185,666
+46.2%
$59.6M0.5%$335.73
48
2025-Q4
Decreased
127,002
-34.8%
$42.6M0.5%$337.85
0
2025-Q3
Decreased
194,833
-0.5%
$63.9M0.6%$326.17
0
2025-Q2
Increased
195,750
+6.3%
$59.5M0.6%$300.71
44
2025-Q1
Decreased
184,097
-1.4%
$50.6M0.6%$271.08
0
2024-Q4
Increased
186,623
+21.0%
$54.1M0.6%$287.31
49
2024-Q3
Increased
154,291
+0.6%
$43.7M0.5%$277.75
41
2024-Q2
Increased
153,330
+2.0%
$41M0.6%$262.63
42

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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