Corient Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$348M	Sell	1,471,305 -73,105	-5%	-$16.8M	0.48%	37
2026 Q1	$328M	Sell	1,544,410 -28,770	-2%	-$6.41M	0.47%	40
2025 Q4	$346M	Sell	1,573,180 -486	-0%	-$106K	0.47%	35
2025 Q3	$340M	Buy	1,573,666 +738,266	+88%	+$155M	0.54%	33
2025 Q2	$171M	Sell	835,400 -27,972	-3%	-$5.42M	0.23%	83
2025 Q1	$167M	Sell	863,372 -77,252	-8%	-$15.4M	0.27%	76
2024 Q4	$179M	Sell	940,624 -36,926	-4%	-$7.37M	0.3%	73
2024 Q3	$194M	Buy	977,550 +18,713	+2%	+$3.56M	0.3%	70
2024 Q2	$175M	Buy	958,837 +21,852	+2%	+$3.93M	0.3%	68
2024 Q1	$171M	Sell	936,985 -91,251	-9%	-$16M	0.3%	72
2023 Q4	$175M	Buy	1,028,236 +8,996	+0.9%	+$1.45M	0.32%	67
2023 Q3	$158M	Sell	1,019,240 -118,638	-10%	-$19.2M	0.36%	58
2023 Q2	$185M	Buy	1,137,878 +15,116	+1%	+$2.37M	0.43%	52
2023 Q1	$173M	Buy	1,122,762 +79,528	+8%	+$12.2M	0.46%	51
2022 Q4	$158M	Buy	+1,043,234	New	+$155M	0.58%	38

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q2 2026, selling an estimated $16.8M and leaving 1,471,305 shares worth $348M. The position accounts for 0.48% of the portfolio, ranked #37.

Corient Private Wealth first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Corient Private Wealth held 1,471,305 shares of Vanguard Dividend Appreciation ETF worth $348M as of Q2 2026.
Corient Private Wealth sold 73,105 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.8M.
Vanguard Dividend Appreciation ETF made up 0.48% of Corient Private Wealth's portfolio in Q2 2026, its #37 holding.
Corient Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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