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VFQYVFQY
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Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD WELLINGTON FD

Integrated Wealth Concepts LLC holds 11,253 shares of VFQY (VANGUARD WELLINGTON FD), worth $2.5M as of 2026-Q2. The position was increased (+24.0% shares). VFQY represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.5M

Current Shares

11,253

Total Value Change

+$1.1M

Total Shares Change

+1,931

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,253
+24.0%
$2.5M0.0%$170.29
32
2026-Q1
Increased
9,076
+17.5%
$1.4M0.0%$156.78
30
2025-Q4
Decreased
7,724
-19.9%
$1.2M0.0%$155.32
0
2025-Q3
Increased
9,641
+6.7%
$1.5M0.0%$150.11
27
2025-Q2
Increased
9,035
+3.9%
$1.3M0.0%$142.44
26
2025-Q1
Decreased
8,698
-1.2%
$1.2M0.0%$131.77
0
2024-Q4
Decreased
8,805
-5.5%
$1.2M0.0%$139.13
0
2024-Q3
Increased
9,322
+0.2%
$1.3M0.0%$140.63
25

Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC

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