Corient Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Corient Private Wealth’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.9M	Sell	914,000 -2,535,672	-74%	-$233M	0.11%	172
2025 Q4	$175M	Buy	3,449,672 +2,775,944	+412%	+$264M	0.12%	171
2025 Q3	$62.9M	Buy	673,728 +110,704	+20%	+$9.67M	0.1%	199
2025 Q2	$46.7M	Buy	563,024 +27,360	+5%	+$1.99M	0.06%	239
2025 Q1	$36.3M	Sell	535,664 -37,600	-7%	-$2.83M	0.06%	279
2024 Q4	$41.9M	Sell	573,264 -73,760	-11%	-$5.67M	0.07%	252
2024 Q3	$47.4M	Buy	647,024 +129,256	+25%	+$9.19M	0.07%	246
2024 Q2	$37.3M	Buy	517,768 +19,608	+4%	+$1.3M	0.07%	275
2024 Q1	$32.7M	Sell	498,160 -101,920	-17%	-$6.46M	0.06%	298
2023 Q4	$36.3M	Sell	600,080 -16,392	-3%	-$913K	0.07%	274
2023 Q3	$32M	Buy	616,472 +28,872	+5%	+$1.57M	0.07%	268
2023 Q2	$32.5M	Sell	587,600 -5,336	-0.9%	-$268K	0.07%	252
2023 Q1	$28.6M	Buy	592,936 +90,416	+18%	+$4M	0.08%	247
2022 Q4	$19.9M	Buy	+502,520	New	+$20.5M	0.07%	267

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth's VGT Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 74% in Q1 2026, selling an estimated $233M and leaving 914,000 shares worth $76.9M. The position accounts for 0.11% of the portfolio, ranked #172.

Corient Private Wealth first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. The position peaked at $175M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Corient Private Wealth held 914,000 shares of Vanguard Information Technology ETF worth $76.9M as of Q1 2026.
Corient Private Wealth sold 2,535,672 Vanguard Information Technology ETF shares in Q1 2026, an estimated $233M.
Vanguard Information Technology ETF made up 0.11% of Corient Private Wealth's portfolio in Q1 2026, its #172 holding.
Corient Private Wealth first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Vanguard Information Technology ETF position peaked at $175M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.