Corient Private Wealth
VONG icon

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

Corient Private Wealth’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.4M Sell
907,508
-1,005,489
-53% -$117M 0.14% 143
2025
Q4 		$221M Buy
1,912,997
+886,632
+86% +$108M 0.15% 142
2025
Q3 		$31.2M Buy
1,026,365
+771,350
+302% +$88.4M 0.05% 313
2025
Q2 		$27.8M Sell
255,015
-27,180
-10% -$2.68M 0.04% 333
2025
Q1 		$26.2M Sell
282,195
-3,269
-1% -$332K 0.04% 344
2024
Q4 		$29.5M Sell
285,464
-67,816
-19% -$6.87M 0.05% 316
2024
Q3 		$34.1M Sell
353,280
-57,017
-14% -$5.32M 0.05% 304
2024
Q2 		$38.7M Sell
410,297
-28,505
-6% -$2.51M 0.07% 266
2024
Q1 		$38M Sell
438,802
-6,617
-1% -$549K 0.07% 275
2023
Q4 		$34.8M Buy
445,419
+76,839
+21% +$5.59M 0.06% 285
2023
Q3 		$25.2M Buy
368,580
+11,383
+3% +$809K 0.06% 300
2023
Q2 		$25.3M Buy
357,197
+17,812
+5% +$1.17M 0.06% 295
2023
Q1 		$21.3M Buy
339,385
+82,288
+32% +$4.88M 0.06% 295
2022
Q4 		$14.2M Buy
+257,097
New +$14.5M 0.05% 311

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 53% in Q1 2026, selling an estimated $117M and leaving 907,508 shares worth $99.4M. The position accounts for 0.14% of the portfolio, ranked #143.

Corient Private Wealth first reported a position in VONG in Q4 2022 and has held it in 14 quarters since. The position peaked at $221M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Corient Private Wealth held 907,508 shares of Vanguard Russell 1000 Growth ETF worth $99.4M as of Q1 2026.
  • Corient Private Wealth sold 1,005,489 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $117M.
  • Vanguard Russell 1000 Growth ETF made up 0.14% of Corient Private Wealth's portfolio in Q1 2026, its #143 holding.
  • Corient Private Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Russell 1000 Growth ETF position peaked at $221M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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