Corient Private Wealth
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Corient Private Wealth’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Corient Private Wealth’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Buy
92,625
+4,346
+5% +$552K 0.02% 567
2026
Q1 		$10.1M Buy
88,279
+2,035
+2% +$239K 0.01% 624
2025
Q4 		$9.57M Buy
86,244
+15,236
+21% +$1.69M 0.01% 573
2025
Q3 		$7.53M Buy
71,008
+2,590
+4% +$276K 0.01% 581
2025
Q2 		$6.93M Sell
68,418
-1,756
-3% -$168K 0.01% 613
2025
Q1 		$6.77M Buy
70,174
+7,484
+12% +$778K 0.01% 601
2024
Q4 		$6.65M Buy
62,690
+3,110
+5% +$344K 0.01% 621
2024
Q3 		$6.45M Sell
59,580
-2,990
-5% -$311K 0.01% 682
2024
Q2 		$6.14M Buy
62,570
+1,222
+2% +$120K 0.01% 652
2024
Q1 		$6.23M Buy
61,348
+67
+0.1% +$6.51K 0.01% 650
2023
Q4 		$6.08M Sell
61,281
-1,467
-2% -$131K 0.01% 646
2023
Q3 		$5.48M Buy
62,748
+4,649
+8% +$428K 0.01% 625
2023
Q2 		$5.34M Buy
58,099
+5,610
+11% +$491K 0.01% 613
2023
Q1 		$4.66M Buy
52,489
+46,595
+791% +$4.27M 0.01% 614
2022
Q4 		$511K Buy
+5,894
New +$523K ﹤0.01% 1138

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Corient Private Wealth increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.9% in Q2 2026, buying an estimated $552K and bringing the position to 92,625 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #567.

Corient Private Wealth first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Corient Private Wealth held 92,625 shares of Vanguard S&P Small-Cap 600 ETF worth $12.7M as of Q2 2026.
  • Corient Private Wealth bought 4,346 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $552K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #567 holding.
  • Corient Private Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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