Integrated Wealth Concepts’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Integrated Wealth Concepts’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Sell	4,569 -762	-14%	-$58.5K	﹤0.01%	1882
2026 Q1	$410K	Sell	5,331 -1,169	-18%	-$90.8K	﹤0.01%	1661
2025 Q4	$505K	Sell	6,500 -1,270	-16%	-$99.3K	0.01%	1080
2025 Q3	$609K	Sell	7,770 -4,064	-34%	-$315K	0.01%	1247
2025 Q2	$915K	Sell	11,834 -15,786	-57%	-$1.2M	0.01%	972
2025 Q1	$2.12M	Buy	+27,620	New	+$2.11M	0.02%	563

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 14% in Q2 2026, selling an estimated $58.5K and leaving 4,569 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Integrated Wealth Concepts first reported a position in VTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.12M in Q1 2025. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Integrated Wealth Concepts held 4,569 shares of Vanguard Total Corporate Bond ETF worth $351K as of Q2 2026.
Integrated Wealth Concepts sold 762 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $58.5K.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1882 holding.
Integrated Wealth Concepts first reported a position in Vanguard Total Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Integrated Wealth Concepts's Vanguard Total Corporate Bond ETF position peaked at $2.12M in Q1 2025.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

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