Integrated Wealth Concepts LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1737109
WALTHAM, MA
Position in VCRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,445,409
+$6,204,007 QoQ
Shares Held
97,453
+489.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#7
of 48 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VCRM Over Time
Shares Held
Position Value (USD)
All Filings in VCRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,445,409 | 97,453 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,241,402 | 16,519 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,072,237 | 14,249 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||