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
Other major holders of VTEB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Steward Partners Investment Advisory, LLC
Increased |
| 1.3M |
+33.0% |
| $63.5M |
| 0.5% |
| $50.60 |
53 |
| 2025-Q4 | 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 |