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
Q2 		$1.53M Sell
4,521
-2,167
-32% -$710K ﹤0.01% 1553
2026
Q1 		$1.98M Sell
6,688
-108
-2% -$33.3K ﹤0.01% 1270
2025
Q4 		$2.1M Buy
6,796
+633
+10% +$194K ﹤0.01% 1129
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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 32% in Q2 2026, selling an estimated $710K and leaving 4,521 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Corient Private Wealth first reported a position in VONE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.1M in Q4 2025. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Corient Private Wealth held 4,521 shares of Vanguard Russell 1000 ETF worth $1.53M as of Q2 2026.
  • Corient Private Wealth sold 2,167 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $710K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1553 holding.
  • Corient Private Wealth first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Russell 1000 ETF position peaked at $2.1M in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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