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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
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 $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Integrated Wealth Concepts's VCRB Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard Core Bond ETF (VCRB) in Q1 2026: 5,319 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in VCRB as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in VCRB in Q2 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Integrated Wealth Concepts held 5,319 shares of Vanguard Core Bond ETF worth $412K as of Q1 2026.
  • Vanguard Core Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Vanguard Core Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1657 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.