Back to IW Integrated Wealth Concepts LLC

VTIVTI
30 quarters

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

Yes. Integrated Wealth Concepts holds 185,669 shares of VTI, worth $68.7M, as of its Q2 2026 13F filing. It increased the position by 3 shares from Q1 2026. Integrated Wealth Concepts has held VTI in every 13F on record since Q1 2019, 30 quarterly filings. VTI is 0.4% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$68.7M

Current Shares

185,669

Total Value Change

+$50.5M

Total Shares Change

+59,971

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
185,669
0.0%
$68.7M0.4%$369.11
35
2026-Q1
Increased
185,666
+46.2%
$59.6M0.5%$319.08
48
2025-Q4
Decreased
127,002
-34.8%
$42.6M0.5%$332.43
0
2025-Q3
Decreased
194,833
-0.5%
$63.9M0.6%$324.47
0
2025-Q2
Increased
195,750
+6.3%
$59.5M0.6%$299.67
44
2025-Q1
Decreased
184,097
-1.4%
$50.6M0.6%$270.17
0
2024-Q4
Increased
186,623
+21.0%
$54.1M0.6%$283.89
49
2024-Q3
Increased
154,291
+0.6%
$43.7M0.5%$276.48
41
2024-Q2
Increased
153,330
+2.0%
$41M0.6%$260.40
42
2024-Q1
Decreased
150,249
-5.7%
$39.1M0.6%$252.10
0
2023-Q4
Decreased
159,383
-3.7%
$37.8M0.6%$229.29
0
2023-Q3
Decreased
165,482
-1.3%
$35.2M0.6%$204.43
0
2023-Q2
Increased
167,593
+5.3%
$36.9M0.6%$211.23
43
2023-Q1
Increased
159,166
+42.8%
$32.5M0.7%$194.97
55
2022-Q4
Increased
111,434
+2.4%
$21.3M0.6%$181.91
41
2022-Q3
Decreased
108,795
-5.3%
$19.5M0.6%$169.94
0
2022-Q2
Decreased
114,873
-0.6%
$21.7M0.7%$177.85
0
2022-Q1
Increased
115,601
+45.0%
$26.3M0.8%$213.81
55
2021-Q4
Decreased
79,749
-3.9%
$19.3M0.6%$226.04
0
2021-Q3
Increased
83,008
+6.2%
$18.4M0.6%$207.15
42
2021-Q2
Decreased
78,181
-11.7%
$17.4M0.6%$207.21
0
2021-Q1
Increased
88,576
+19.8%
$18.3M0.8%$191.62
47
2020-Q4
Increased
73,929
+0.1%
$14.4M0.7%$179.85
39
2020-Q3
Increased
73,825
+4.3%
$12.6M0.8%$156.73
41
2020-Q2
Decreased
70,750
-4.0%
$11.1M0.8%$143.46
0
2020-Q1
Decreased
73,684
-3.9%
$9.5M0.9%$117.61
0
2019-Q4
Increased
76,706
+6.0%
$12.6M1.1%$148.54
47
2019-Q3
Decreased
72,361
-45.2%
$10.9M1.2%$136.35
0
2019-Q2
Increased
132,081
+5.1%
$19.7M2.6%$134.91
51
2019-Q1
First report
125,698
-
$18.2M3.1%$129.59
0

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

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