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VTEB
Showing 8 of 23 quarters

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

Integrated Wealth Concepts LLC holds 1.3M shares of VTEB (VANGUARD MUN BD FDS), worth $63.5M as of 2026-Q1. The position was increased (+33.0% shares). VTEB represents 0.5% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$63.5M

Current Shares

1.3M

Total Value Change

+$25.4M

Total Shares Change

+513,125

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+33.0%
$63.5M0.5%$50.60
53
2025-Q4
Decreased
957,875
-10.2%
$48.2M0.6%$50.14
0
2025-Q3
Decreased
1.1M
-11.4%
$53.4M0.5%$49.35
0
2025-Q2
Increased
1.2M
+8.7%
$59M0.6%$47.88
45
2025-Q1
Increased
1.1M
+17.0%
$54.9M0.6%$48.04
48
2024-Q4
Increased
945,746
+17.9%
$47.4M0.6%$48.37
48
2024-Q3
Increased
802,124
+5.5%
$41M0.5%$48.82
37
2024-Q2
Increased
760,539
+100.8%
$38.1M0.5%$47.45
66

Other major holders of VTEB: JPMORGAN CHASE & CO

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