Corient Private Wealth
VFQY icon

Corient Private Wealth’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Corient Private Wealth’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
17,134
+4,205
+33% +$678K ﹤0.01% 1137
2026
Q1 		$1.93M Buy
12,929
+738
+6% +$115K ﹤0.01% 1291
2025
Q4 		$1.87M Buy
12,191
+39
+0.3% +$5.92K ﹤0.01% 1191
2025
Q3 		$1.83M Buy
12,152
+33
+0.3% +$4.89K ﹤0.01% 1102
2025
Q2 		$1.74M Buy
12,119
+39
+0.3% +$5.27K ﹤0.01% 1095
2025
Q1 		$1.61M Buy
12,080
+39
+0.3% +$5.52K ﹤0.01% 1059
2024
Q4 		$1.7M Buy
12,041
+44
+0.4% +$6.36K ﹤0.01% 1062
2024
Q3 		$1.71M Buy
11,997
+83
+0.7% +$11.4K ﹤0.01% 1166
2024
Q2 		$1.6M Hold
11,914
– – ﹤0.01% 1133
2024
Q1 		$1.63M Buy
11,914
+35
+0.3% +$4.55K ﹤0.01% 1122
2023
Q4 		$1.5M Buy
11,879
+47
+0.4% +$5.46K ﹤0.01% 1131
2023
Q3 		$1.33M Buy
11,832
+39
+0.3% +$4.51K ﹤0.01% 1088
2023
Q2 		$1.35M Buy
11,793
+50
+0.4% +$5.42K ﹤0.01% 1050
2023
Q1 		$1.27M Buy
+11,743
New +$1.28M ﹤0.01% 998

Other funds holding VFQY

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Genesis Wealth Advisors
Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cannon Wealth Management Services
Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return
Medallion Wealth Advisors
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

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

Corient Private Wealth increased its Vanguard US Quality Factor ETF (VFQY) stake by 33% in Q2 2026, buying an estimated $678K and bringing the position to 17,134 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Corient Private Wealth first reported a position in VFQY in Q1 2023 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

  • Corient Private Wealth held 17,134 shares of Vanguard US Quality Factor ETF worth $2.92M as of Q2 2026.
  • Corient Private Wealth bought 4,205 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $678K.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1137 holding.
  • Corient Private Wealth first reported a position in Vanguard US Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

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