Back to IW Integrated Wealth Concepts LLC

VCRMVCRM
4 quarters

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

Integrated Wealth Concepts LLC holds 97,453 shares of VCRM (VANGUARD MUN BD FDS), worth $7.4M as of 2026-Q2. The position was increased (+489.9% shares). VCRM represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.4M

Current Shares

97,453

Total Value Change

+$6.4M

Total Shares Change

+83,204

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
97,453
+489.9%
$7.4M0.0%$75.91
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: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, Focus Partners Wealth, JANE STREET GROUP, LLC

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