Position history for Integrated Wealth Concepts LLC's holdings in VANGUARD MUN BD FD INC
Integrated Wealth Concepts LLC holds 957,875 shares of VTEB (VANGUARD MUN BD FD INC), worth $48.2M as of 2025-Q4. The position was decreased (-10.2% shares). VTEB represents 0.6% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$48.2M
Current Shares
957,875
Total Value Change
+$10.1M
Total Shares Change
+197,336
Other major holders of VTEB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Steward Partners Investment Advisory, LLC
Decreased |
| 957,875 |
-10.2% |
| $48.2M |
| 0.6% |
| $50.14 |
0 |
| 2025-Q3 | Decreased | 1.1M | -11.4% | $53.4M | 0.5% | $49.35 | 0 |
| 2025-Q2 | Increased | 1.2M | +8.7% | $59M | 0.6% | $47.88 | 45 |
| 2025-Q1 | Increased | 1.1M | +17.0% | $54.9M | 0.6% | $48.04 | 48 |
| 2024-Q4 | Increased | 945,746 | +17.9% | $47.4M | 0.6% | $48.37 | 48 |
| 2024-Q3 | Increased | 802,124 | +5.5% | $41M | 0.5% | $48.82 | 37 |
| 2024-Q2 | Increased | 760,539 | +100.8% | $38.1M | 0.5% | $47.45 | 66 |