Corient Private Wealth LLC
Position in VTES — VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF
CIK 1948780
MIAMI, FL
All Filings in VTES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 VTES | $3,615,551 | 35,688 | Shares | Sole | 2026-08-27 | |
| 2025-03-31 VTES | $18,218,543 | 181,261 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 VTES | $1,287,410 | 12,842 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 VTES | $1,412,679 | 13,929 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 VTES | $278,594 | 2,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 VTES | $300,992 | 2,989 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 VTES | $366,090 | 3,610 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||