Integrated Wealth Concepts LLC
Position in VFVA — VANGUARD U.S. VALUE FACTOR ETF
CIK 1737109
WALTHAM, MA
All Filings in VFVA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VFVA | $333,159 | 2,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 VFVA | $287,734 | 2,167 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 VFVA | $252,656 | 1,981 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 VFVA | $461,468 | 4,611 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||