Corient Private Wealth
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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
Q2 		$108M Sell
843,403
-64,105
-7% -$7.95M 0.15% 136
2026
Q1 		$99.4M Sell
907,508
-104,754
-10% -$12.2M 0.14% 143
2025
Q4 		$123M Sell
1,012,262
-14,103
-1% -$1.72M 0.17% 126
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 7.1% in Q2 2026, selling an estimated $7.95M and leaving 843,403 shares worth $108M. The position accounts for 0.15% of the portfolio, ranked #136.

Corient Private Wealth first reported a position in VONG in Q4 2022 and has held it in 15 quarters since. The position peaked at $123M in Q4 2025. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Corient Private Wealth held 843,403 shares of Vanguard Russell 1000 Growth ETF worth $108M as of Q2 2026.
  • Corient Private Wealth sold 64,105 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.95M.
  • Vanguard Russell 1000 Growth ETF made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #136 holding.
  • Corient Private Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Russell 1000 Growth ETF position peaked at $123M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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