Corient Private Wealth
VO icon

Corient Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Corient Private Wealth’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155M Sell
1,927,962
-51,554
-3% -$4M 0.2% 96
2026
Q1 		$140M Sell
1,979,516
-198,132
-9% -$14.7M 0.2% 105
2025
Q4 		$158M Buy
2,177,648
+796,504
+58% +$57.9M 0.21% 99
2025
Q3 		$98.9M Sell
1,381,144
-199,448
-13% -$14.3M 0.16% 141
2025
Q2 		$111M Buy
1,580,592
+11,064
+0.7% +$726K 0.15% 138
2025
Q1 		$101M Buy
1,569,528
+136,076
+9% +$9.13M 0.17% 136
2024
Q4 		$76.8M Sell
1,433,452
-256,368
-15% -$17.4M 0.13% 165
2024
Q3 		$111M Buy
1,689,820
+513,084
+44% +$32.2M 0.17% 128
2024
Q2 		$71.2M Buy
1,176,736
+55,852
+5% +$3.39M 0.12% 172
2024
Q1 		$70M Buy
1,120,884
+37,348
+3% +$2.21M 0.12% 173
2023
Q4 		$63M Buy
1,083,536
+75,456
+7% +$4.03M 0.12% 182
2023
Q3 		$52.5M Buy
1,008,080
+21,172
+2% +$1.16M 0.12% 183
2023
Q2 		$54.3M Buy
986,908
+61,080
+7% +$3.2M 0.13% 171
2023
Q1 		$48.8M Buy
925,828
+149,076
+19% +$7.93M 0.13% 161
2022
Q4 		$39.5M Buy
+776,752
New +$39.6M 0.14% 164

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.6% in Q2 2026, selling an estimated $4M and leaving 1,927,962 shares worth $155M. The position accounts for 0.2% of the portfolio, ranked #96.

Corient Private Wealth first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $158M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Corient Private Wealth held 1,927,962 shares of Vanguard Morningstar Mid-Cap ETF worth $155M as of Q2 2026.
  • Corient Private Wealth sold 51,554 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.2% of Corient Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Corient Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $158M in Q4 2025.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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