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VSDMVSDM
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF

Integrated Wealth Concepts LLC holds 16,016 shares of VSDM (VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF), worth $1.2M as of 2026-Q2. The position was increased (+83.8% shares). VSDM represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.2M

Current Shares

16,016

Total Value Change

+$562,673

Total Shares Change

+7,351

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,016
+83.8%
$1.2M0.0%$76.43
39
2026-Q1
New
8,715
-
$664,9040.0%$75.51
34
2025-Q4
Exited
0
-100.0%
$00.0%$75.28
0
2025-Q3
New
8,665
-
$664,6210.0%$74.74
34

Other major holders of VSDM: JANE STREET GROUP, LLC, TRUIST FINANCIAL CORP, Quantinno Capital Management LP

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