CORDA Investment Management, LLC. quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CORDA Investment Management, LLC. opened 3 positions, added to 5, reduced 5, sold out of 2 and left 0 unchanged. The largest increase in value was SPYV (+$3,645,212); the largest decrease was SPYV (-$3,392,989).
- VIG: Country of operation —; Class DIV APP ETF; Shares 2026-03-31 23,920; Shares 2026-06-30 23,798.
- VEU: Country of operation —; Class ALLWRLD EX US; Shares 2026-03-31 32,249; Shares 2026-06-30 32,212.
- VYM: Country of operation —; Class HIGH DIV YLD; Shares 2026-03-31 31,811; Shares 2026-06-30 31,254.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 3,294; Shares 2026-06-30 3,039.
Two Form 13F-HR filings compared (SEC CIK 1545812): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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