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Integrated Wealth Concepts’s Vanguard Core Bond ETF VCRB Stock Holding History

Integrated Wealth Concepts’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68M Buy
47,702
+42,383
+797% +$3.27M 0.02% 604
2026
Q1 		$412K Buy
+5,319
New +$415K ﹤0.01% 1657
2025
Q3 		– Sell
-2,861
Closed -$222K – 2102
2025
Q2 		$222K Buy
+2,861
New +$219K ﹤0.01% 1710

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Vanguard Core Bond ETF (VCRB) stake by 797% in Q2 2026, buying an estimated $3.27M and bringing the position to 47,702 shares worth $3.68M. The position accounts for 0.02% of the portfolio, ranked #604.

Integrated Wealth Concepts first reported a position in VCRB in Q2 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Integrated Wealth Concepts held 47,702 shares of Vanguard Core Bond ETF worth $3.68M as of Q2 2026.
  • Integrated Wealth Concepts bought 42,383 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.27M.
  • Vanguard Core Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #604 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

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