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VSDBVSDB
2 quarters

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

Integrated Wealth Concepts LLC holds 68,369 shares of VSDB (VANGUARD MALVERN FDS), worth $5.2M as of 2026-Q2. The position was increased (+22.1% shares). VSDB represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.2M

Current Shares

68,369

Total Value Change

+$951,978

Total Shares Change

+12,399

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
68,369
+22.1%
$5.2M0.0%$75.76
32
2026-Q1
New
55,970
-
$4.3M0.0%$74.96
37

Other major holders of VSDB: CITADEL ADVISORS LLC, TD Waterhouse Canada Inc., COMMONWEALTH EQUITY SERVICES, LLC

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