Integrated Wealth Concepts’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Integrated Wealth Concepts’s Portfolio VCLT Stock Details VCLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	5,720 -3,477	-38%	-$261K	﹤0.01%	1865
2026 Q1	$687K	Buy	+9,197	New	+$699K	0.01%	1343
2020 Q3	–	Sell	-284,084	Closed	-$30.2M	–	582
2020 Q2	$30.2M	Buy	284,084 +274,951	+3,011%	+$28.1M	2.17%	7
2020 Q1	$887K	Hold	9,133	–	–	0.08%	154
2019 Q4	$926K	Buy	+9,133	New	+$921K	0.08%	165
2019 Q3	–	Sell	-124,441	Closed	-$11.6M	–	441
2019 Q2	$11.6M	Buy	+124,441	New	+$11.5M	1.51%	16

Other funds holding VCLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's VCLT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 38% in Q2 2026, selling an estimated $261K and leaving 5,720 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Integrated Wealth Concepts first reported a position in VCLT in Q2 2019 and has held it in 6 quarters since. The position peaked at $30.2M in Q2 2020. 361 funds tracked by Wall St. Rank hold VCLT as of Q2 2026.

Integrated Wealth Concepts held 5,720 shares of Vanguard Long-Term Corporate Bond ETF worth $430K as of Q2 2026.
Integrated Wealth Concepts sold 3,477 Vanguard Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $261K.
Vanguard Long-Term Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1865 holding.
Integrated Wealth Concepts first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2019 and has held it in 6 quarters since.
Integrated Wealth Concepts's Vanguard Long-Term Corporate Bond ETF position peaked at $30.2M in Q2 2020.
361 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.