Back to IW Integrated Wealth Concepts LLC

VCLTVCLT
8 quarters

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

Integrated Wealth Concepts LLC holds 5,720 shares of VCLT (VANGUARD SCOTTSDALE FDS), worth $430,462 as of 2026-Q2. The position was decreased (-37.8% shares). VCLT represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$430,462

Current Shares

5,720

Total Value Change

-$11.1M

Total Shares Change

-118,721

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5,720
-37.8%
$430,4620.0%$74.91
0
2026-Q1
New
9,197
-
$687,2000.0%$73.00
34
2020-Q3
Exited
0
-100.0%
$00.0%$81.77
0
2020-Q2
Increased
284,084
+3010.5%
$30.2M2.2%$80.69
80
2020-Q1
Unchanged
9,133
0.0%
$887,0000.1%$73.04
0
2019-Q4
New
9,133
-
$926,0000.1%$75.78
35
2019-Q3
Exited
0
-100.0%
$00.0%$74.67
0
2019-Q2
New
124,441
-
$11.6M1.5%$70.80
64

Other major holders of VCLT: BNP PARIBAS FINANCIAL MARKETS, PRUDENTIAL PLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used