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
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 185,666 |
+46.2% |
| $59.6M |
| 0.5% |
| $335.73 |
48 |
| 2025-Q4 | Decreased | 127,002 | -34.8% | $42.6M | 0.5% | $337.85 | 0 |
| 2025-Q3 | Decreased | 194,833 | -0.5% | $63.9M | 0.6% | $326.17 | 0 |
| 2025-Q2 | Increased | 195,750 | +6.3% | $59.5M | 0.6% | $300.71 | 44 |
| 2025-Q1 | Decreased | 184,097 | -1.4% | $50.6M | 0.6% | $271.08 | 0 |
| 2024-Q4 | Increased | 186,623 | +21.0% | $54.1M | 0.6% | $287.31 | 49 |
| 2024-Q3 | Increased | 154,291 | +0.6% | $43.7M | 0.5% | $277.75 | 41 |
| 2024-Q2 | Increased | 153,330 | +2.0% | $41M | 0.6% | $262.63 | 42 |