Corient Private Wealth
VONE icon

Corient Private Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

Corient Private Wealth’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.98M Sell
6,688
-6,348
-49% -$1.96M ﹤0.01% 1270
2025
Q4 		$4.03M Buy
13,036
+6,873
+112% +$2.11M ﹤0.01% 1161
2025
Q3 		$1.86M Sell
6,163
-635
-9% -$185K ﹤0.01% 1093
2025
Q2 		$1.91M Buy
6,798
+400
+6% +$104K ﹤0.01% 1059
2025
Q1 		$1.62M Buy
6,398
+3,889
+155% +$1.04M ﹤0.01% 1057
2024
Q4 		$669K Sell
2,509
-316
-11% -$84.7K ﹤0.01% 1479
2024
Q3 		$735K Buy
2,825
+260
+10% +$65.1K ﹤0.01% 1552
2024
Q2 		$631K Buy
2,565
+232
+10% +$55.1K ﹤0.01% 1527
2024
Q1 		$556K Hold
2,333
– – ﹤0.01% 1583
2023
Q4 		$506K Buy
2,333
+231
+11% +$46.8K ﹤0.01% 1604
2023
Q3 		$409K Buy
+2,102
New +$425K ﹤0.01% 1596
2023
Q2 		– Sell
-2,433
Closed -$453K – 2177
2023
Q1 		$453K Buy
2,433
+793
+48% +$144K ﹤0.01% 1424
2022
Q4 		$286K Buy
+1,640
New +$287K ﹤0.01% 1352

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Corient Private Wealth's VONE Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 49% in Q1 2026, selling an estimated $1.96M and leaving 6,688 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Corient Private Wealth first reported a position in VONE in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.03M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Corient Private Wealth held 6,688 shares of Vanguard Russell 1000 ETF worth $1.98M as of Q1 2026.
  • Corient Private Wealth sold 6,348 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $1.96M.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1270 holding.
  • Corient Private Wealth first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Vanguard Russell 1000 ETF position peaked at $4.03M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.