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VBVB
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Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD SMALL-CAP VIPERS

Integrated Wealth Concepts LLC holds 277,940 shares of VB (VANGUARD SMALL-CAP VIPERS), worth $84.2M as of 2026-Q2. The position was increased (+148.2% shares). VB represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$84.2M

Current Shares

277,940

Total Value Change

+$54.9M

Total Shares Change

+154,361

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
277,940
+148.2%
$84.2M0.4%$303.12
57
2026-Q1
Increased
112,000
+52.5%
$29.3M0.2%$274.02
48
2025-Q4
Decreased
73,463
-29.0%
$18.9M0.2%$260.47
0
2025-Q3
Increased
103,452
+1.1%
$26.3M0.2%$253.23
35
2025-Q2
Increased
102,324
+1.8%
$24.2M0.2%$235.00
35
2025-Q1
Decreased
100,544
-4.9%
$22.3M0.3%$219.42
0
2024-Q4
Decreased
105,732
-14.4%
$25.4M0.3%$236.74
0
2024-Q3
Increased
123,579
+6.4%
$29.3M0.4%$232.90
37

Other major holders of VB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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