Corient Private Wealth
VSDM

Corient Private Wealth’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Corient Private Wealth’s Portfolio VSDM Stock Details VSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$501K Sell
6,537
-710
-10% -$54.3K ﹤0.01% 2222
2026
Q1 		$553K Sell
7,247
-18,794
-72% -$1.44M ﹤0.01% 1976
2025
Q4 		$1.99M Hold
26,041
– – ﹤0.01% 1159
2025
Q3 		$2M Buy
+26,041
New +$1.98M ﹤0.01% 1060

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Corient Private Wealth's VSDM Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 9.8% in Q2 2026, selling an estimated $54.3K and leaving 6,537 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Corient Private Wealth first reported a position in VSDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2M in Q3 2025. 123 funds tracked by Wall St. Rank hold VSDM as of Q2 2026.

  • Corient Private Wealth held 6,537 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $501K as of Q2 2026.
  • Corient Private Wealth sold 710 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q2 2026, an estimated $54.3K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2222 holding.
  • Corient Private Wealth first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Vanguard Short Duration Tax-Exempt Bond ETF position peaked at $2M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q2 2026.

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