Back to IW Integrated Wealth Concepts LLC

VCRMVCRM
4 quarters

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

Yes. Integrated Wealth Concepts holds 97,452 shares of VCRM, worth $7.4M, as of its Q2 2026 13F filing. It increased the position from 16,519 shares in Q1 2026. Integrated Wealth Concepts has held VCRM since Q1 2026, across 2 quarterly 13F filings.

Current Value

$7.4M

Current Shares

97,452

Total Value Change

+$6.4M

Total Shares Change

+83,203

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
97,452
+489.9%
$7.4M0.0%$75.44
44
2026-Q1
New
16,519
-
$1.2M0.0%$73.98
35
2025-Q4
Exited
0
-100.0%
$00.0%$73.95
0
2025-Q3
New
14,249
-
$1.1M0.0%$72.73
35

Other major holders of VCRM: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JONES FINANCIAL COMPANIES LLLP, Focus Partners Wealth, TRUIST FINANCIAL CORP

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