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Corient Capital Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Corient Capital Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,252
Closed -$282K – 724
2021
Q2 		$282K Buy
+1,252
New +$277K 0.02% 501

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UBS Group
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Bank of New York Mellon
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Corient Capital Partners's VB Position: Q3 2021 in Review

Corient Capital Partners sold out of Vanguard Small-Cap ETF (VB) in Q3 2021, closing a stake of 1,252 shares — an estimated $282K sold.

Corient Capital Partners first reported a position in VB in Q2 2021 and held it in 1 quarter. The position peaked at $282K in Q2 2021. 1,403 funds tracked by Wall St. Rank hold VB as of Q3 2021.

  • Corient Capital Partners reported no remaining Vanguard Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Corient Capital Partners sold 1,252 Vanguard Small-Cap ETF shares in Q3 2021, an estimated $282K.
  • Corient Capital Partners first reported a position in Vanguard Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Corient Capital Partners's Vanguard Small-Cap ETF position peaked at $282K in Q2 2021.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2021.

Based on Corient Capital Partners's 13F filing for Q3 2021, filed 16 Nov 2021.