Back to IW Integrated Wealth Concepts LLC

VSDMVSDM
4 quarters

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

Yes. Integrated Wealth Concepts holds 16,016 shares of VSDM, worth $1.2M, as of its Q2 2026 13F filing. It increased the position by 7,301 shares (+83.8%) from Q1 2026. Integrated Wealth Concepts has held VSDM since Q1 2026, across 2 quarterly 13F filings.

Current Value

$1.2M

Current Shares

16,016

Total Value Change

+$562,671

Total Shares Change

+7,351

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,016
+83.8%
$1.2M0.0%$75.85
39
2026-Q1
New
8,715
-
$664,9040.0%$75.12
34
2025-Q4
Exited
0
-100.0%
$00.0%$74.89
0
2025-Q3
New
8,665
-
$664,6210.0%$74.35
34

Other major holders of VSDM: JANE STREET GROUP, LLC, TRUIST FINANCIAL CORP, Quantinno Capital Management LP

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