IWC
VCRM

Integrated Wealth Concepts’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Integrated Wealth Concepts’s Portfolio VCRM Stock Details VCRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.45M Buy
97,452
+80,933
+490% +$6.13M 0.05% 360
2026
Q1 		$1.24M Buy
+16,519
New +$1.25M 0.01% 1001
2025
Q4 		– Sell
-14,249
Closed -$1.07M – 2077
2025
Q3 		$1.07M Buy
+14,249
New +$1.05M 0.01% 940

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 490% in Q2 2026, buying an estimated $6.13M and bringing the position to 97,452 shares worth $7.45M. The position accounts for 0.05% of the portfolio, ranked #360.

Integrated Wealth Concepts first reported a position in VCRM in Q3 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Integrated Wealth Concepts held 97,452 shares of Vanguard Core Tax-Exempt Bond ETF worth $7.45M as of Q2 2026.
  • Integrated Wealth Concepts bought 80,933 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $6.13M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #360 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

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