Corient Private Wealth
VDC icon

Corient Private Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Corient Private Wealth’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26M Sell
18,884
-716
-4% -$163K 0.01% 969
2026
Q1 		$4.16M Sell
19,600
-64
-0.3% -$14.7K 0.01% 922
2025
Q4 		$4.15M Buy
19,664
+8,474
+76% +$1.8M 0.01% 835
2025
Q3 		$2.39M Sell
11,190
-7,061
-39% -$1.55M ﹤0.01% 988
2025
Q2 		$4M Buy
18,251
+105
+0.6% +$23K 0.01% 774
2025
Q1 		$3.97M Sell
18,146
-2,158
-11% -$466K 0.01% 744
2024
Q4 		$3.95M Sell
20,304
-1,602
-7% -$347K 0.01% 767
2024
Q3 		$4.79M Buy
21,906
+264
+1% +$56K 0.01% 760
2024
Q2 		$4.39M Buy
21,642
+6,604
+44% +$1.34M 0.01% 742
2024
Q1 		$3.07M Sell
15,038
-6,545
-30% -$1.29M 0.01% 846
2023
Q4 		$4.12M Buy
21,583
+2,023
+10% +$371K 0.01% 748
2023
Q3 		$3.57M Buy
19,560
+216
+1% +$41.7K 0.01% 724
2023
Q2 		$3.76M Sell
19,344
-563
-3% -$110K 0.01% 714
2023
Q1 		$3.85M Buy
19,907
+3,585
+22% +$679K 0.01% 662
2022
Q4 		$3.13M Buy
+16,322
New +$3.07M 0.01% 596

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.7% in Q2 2026, selling an estimated $163K and leaving 18,884 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #969.

Corient Private Wealth first reported a position in VDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.79M in Q3 2024. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Corient Private Wealth held 18,884 shares of Vanguard Consumer Staples ETF worth $4.26M as of Q2 2026.
  • Corient Private Wealth sold 716 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Consumer Staples ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #969 holding.
  • Corient Private Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Consumer Staples ETF position peaked at $4.79M in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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