Corient Private Wealth
IVOO icon

Corient Private Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Corient Private Wealth’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
13,877
+2,689
+24% +$334K ﹤0.01% 1454
2026
Q1 		$1.28M Sell
11,188
-1,660
-13% -$195K ﹤0.01% 1505
2025
Q4 		$1.44M Buy
12,848
+1,829
+17% +$203K ﹤0.01% 1320
2025
Q3 		$1.22M Buy
11,019
+181
+2% +$19.7K ﹤0.01% 1333
2025
Q2 		$1.14M Buy
10,838
+5,608
+107% +$557K ﹤0.01% 1301
2025
Q1 		$516K Buy
5,230
+1,744
+50% +$183K ﹤0.01% 1585
2024
Q4 		$368K Sell
3,486
-891
-20% -$96.8K ﹤0.01% 1788
2024
Q3 		$462K Buy
4,377
+1,392
+47% +$142K ﹤0.01% 1785
2024
Q2 		$296K Buy
2,985
+630
+27% +$62.8K ﹤0.01% 1929
2024
Q1 		$243K Buy
2,355
+38
+2% +$3.65K ﹤0.01% 2005
2023
Q4 		$218K Sell
2,317
-94
-4% -$8.08K ﹤0.01% 2030
2023
Q3 		$204K Buy
+2,411
New +$214K ﹤0.01% 1916
2023
Q2 		– Sell
-2,409
Closed -$204K – 2120
2023
Q1 		$204K Buy
+2,409
New +$208K ﹤0.01% 1793

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Corient Private Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 24% in Q2 2026, buying an estimated $334K and bringing the position to 13,877 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Corient Private Wealth first reported a position in IVOO in Q1 2023 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Corient Private Wealth held 13,877 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.81M as of Q2 2026.
  • Corient Private Wealth bought 2,689 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $334K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1454 holding.
  • Corient Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 13 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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