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
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 $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026: 16,519 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in VCRM as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in VCRM in Q3 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Integrated Wealth Concepts held 16,519 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.24M as of Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1001 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

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