Corient Private Wealth
VOE icon

Corient Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Corient Private Wealth’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.6M Sell
275,034
-275,376
-50% -$51.4M 0.07% 236
2025
Q4 		$95.3M Buy
550,410
+287,732
+110% +$50.4M 0.06% 255
2025
Q3 		$45.9M Buy
262,678
+247,900
+1,677% +$42.2M 0.07% 244
2025
Q2 		$2.43M Sell
14,778
-2,156
-13% -$341K ﹤0.01% 948
2025
Q1 		$2.72M Sell
16,934
-2,522
-13% -$412K ﹤0.01% 870
2024
Q4 		$3.15M Sell
19,456
-25,754
-57% -$4.34M 0.01% 837
2024
Q3 		$7.58M Buy
45,210
+2,479
+6% +$394K 0.01% 637
2024
Q2 		$6.41M Buy
42,731
+760
+2% +$115K 0.01% 638
2024
Q1 		$6.54M Sell
41,971
-1,504
-3% -$221K 0.01% 635
2023
Q4 		$6.3M Buy
43,475
+16,022
+58% +$2.15M 0.01% 635
2023
Q3 		$3.6M Buy
27,453
+2,330
+9% +$323K 0.01% 722
2023
Q2 		$3.48M Sell
25,123
-113
-0.4% -$15.1K 0.01% 732
2023
Q1 		$3.38M Buy
25,236
+18,796
+292% +$2.61M 0.01% 696
2022
Q4 		$871K Buy
+6,440
New +$864K ﹤0.01% 957

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return