Corient Private Wealth
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Corient Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Corient Private Wealth’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210M Sell
2025
Q1 		$241M Buy
2024
Q4 		$266M Buy
2024
Q3 		$252M Buy
2024
Q2 		$228M Buy
2024
Q1 		$232M Buy
2023
Q4 		$213M Buy
2023
Q3 		$182M Buy
2023
Q2 		$190M Buy
2023
Q1 		$175M Buy
2022
Q4 		$156M Buy