Corient Private Wealth
VIOV icon

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

Corient Private Wealth’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
11,069
-73
-0.7% -$8.09K ﹤0.01% 1646
2026
Q1 		$1.12M Sell
11,142
-1,543
-12% -$160K ﹤0.01% 1596
2025
Q4 		$1.24M Buy
+12,685
New +$1.22M ﹤0.01% 1394
2025
Q3 		– Sell
-3,673
Closed -$314K – 2689
2025
Q2 		$314K Buy
+3,673
New +$298K ﹤0.01% 1963
2025
Q1 		– Sell
-3,269
Closed -$305K – 2453
2024
Q4 		$305K Hold
3,269
– – ﹤0.01% 1884
2024
Q3 		$302K Hold
3,269
– – ﹤0.01% 2007
2024
Q2 		$274K Sell
3,269
-74
-2% -$6.26K ﹤0.01% 1961
2024
Q1 		$296K Buy
3,343
+1
+0% +$85 ﹤0.01% 1903
2023
Q4 		$296K Buy
3,342
+1
+0% +$79 ﹤0.01% 1871
2023
Q3 		$257K Hold
3,341
– – ﹤0.01% 1814
2023
Q2 		$274K Buy
3,341
+459
+16% +$36.3K ﹤0.01% 1741
2023
Q1 		$233K Hold
2,882
– – ﹤0.01% 1725
2022
Q4 		$226K Buy
+2,882
New +$230K ﹤0.01% 1446

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.66% in Q2 2026, selling an estimated $8.09K and leaving 11,069 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Corient Private Wealth first reported a position in VIOV in Q4 2022 and has held it in 13 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Corient Private Wealth held 11,069 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.3M as of Q2 2026.
  • Corient Private Wealth sold 73 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $8.09K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1646 holding.
  • Corient Private Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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