IWC
VGUS

Integrated Wealth Concepts’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Integrated Wealth Concepts’s Portfolio VGUS Stock Details VGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$845K Buy
11,172
+4,624
+71% +$349K 0.01% 1325
2026
Q1 		$495K Buy
+6,548
New +$495K ﹤0.01% 1550

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMP
Coston McIsaac & Partners Bar Harbor, Maine $497M AUM 11% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 71% in Q2 2026, buying an estimated $349K and bringing the position to 11,172 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #1325.

Integrated Wealth Concepts first reported a position in VGUS in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

  • Integrated Wealth Concepts held 11,172 shares of Vanguard Ultra-Short Treasury ETF worth $845K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,624 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $349K.
  • Vanguard Ultra-Short Treasury ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1325 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

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