Corient Private Wealth
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Corient Private Wealth’s Vanguard Industrials ETF VIS Stock Holding History

Corient Private Wealth’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Sell
29,357
-1,485
-5% -$503K 0.01% 625
2026
Q1 		$8.94M Sell
30,842
-987
-3% -$321K 0.01% 659
2025
Q4 		$9.5M Buy
31,829
+12,526
+65% +$3.72M 0.01% 577
2025
Q3 		$5.72M Sell
19,303
-12,762
-40% -$3.7M 0.01% 670
2025
Q2 		$8.98M Buy
32,065
+192
+0.6% +$49.6K 0.01% 547
2025
Q1 		$7.89M Sell
31,873
-2,891
-8% -$748K 0.01% 570
2024
Q4 		$8.1M Sell
34,764
-2,509
-7% -$668K 0.01% 567
2024
Q3 		$9.69M Buy
37,273
+522
+1% +$128K 0.02% 575
2024
Q2 		$8.64M Buy
36,751
+11,457
+45% +$2.73M 0.02% 563
2024
Q1 		$6.18M Sell
25,294
-10,336
-29% -$2.35M 0.01% 655
2023
Q4 		$7.85M Buy
35,630
+236
+0.7% +$47.6K 0.01% 578
2023
Q3 		$6.9M Buy
35,394
+1,002
+3% +$206K 0.02% 564
2023
Q2 		$7.07M Buy
34,392
+2,913
+9% +$557K 0.02% 537
2023
Q1 		$6M Buy
31,479
+11,637
+59% +$2.21M 0.02% 548
2022
Q4 		$3.62M Buy
+19,842
New +$3.55M 0.01% 566

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Industrials ETF (VIS) stake by 4.8% in Q2 2026, selling an estimated $503K and leaving 29,357 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #625.

Corient Private Wealth first reported a position in VIS in Q4 2022 and has held it in 15 quarters since. 625 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Corient Private Wealth held 29,357 shares of Vanguard Industrials ETF worth $10.6M as of Q2 2026.
  • Corient Private Wealth sold 1,485 Vanguard Industrials ETF shares in Q2 2026, an estimated $503K.
  • Vanguard Industrials ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #625 holding.
  • Corient Private Wealth first reported a position in Vanguard Industrials ETF in Q4 2022 and has held it in 15 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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