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VTEBVTEB
Showing 8 of 26 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD TAX-EXEMPT BOND ETF

Integrated Wealth Concepts LLC holds 2.6M shares of VTEB (VANGUARD TAX-EXEMPT BOND ETF), worth $130.1M as of 2026-Q2. The position was increased (+101.9% shares). VTEB represents 0.6% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$130.1M

Current Shares

2.6M

Total Value Change

+$89.1M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.6M
+101.9%
$130.1M0.6%$50.29
69
2026-Q1
Increased
1.3M
+33.0%
$63.5M0.5%$49.19
53
2025-Q4
Decreased
957,875
-10.2%
$48.2M0.6%$49.30
0
2025-Q3
Decreased
1.1M
-11.4%
$53.4M0.5%$48.54
0
2025-Q2
Increased
1.2M
+8.7%
$59M0.6%$47.13
45
2025-Q1
Increased
1.1M
+17.0%
$54.9M0.6%$47.30
48
2024-Q4
Increased
945,746
+17.9%
$47.4M0.6%$47.53
48
2024-Q3
Increased
802,124
+5.5%
$41M0.5%$47.97
37

Other major holders of VTEB: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO

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