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	$176M	Buy	2,182,308 +202,792	+10%	+$15.7M	0.24%	76
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 10% in Q2 2026, buying an estimated $15.7M and bringing the position to 2,182,308 shares worth $176M. The position accounts for 0.24% of the portfolio, ranked #76.

Corient Private Wealth first reported a position in VO in Q4 2022 and has held it in 15 quarters since. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Corient Private Wealth held 2,182,308 shares of Vanguard Morningstar Mid-Cap ETF worth $176M as of Q2 2026.
Corient Private Wealth bought 202,792 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.7M.
Vanguard Morningstar Mid-Cap ETF made up 0.24% of Corient Private Wealth's portfolio in Q2 2026, its #76 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.
2,492 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.