Corient Private Wealth
VOO icon

Corient Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Corient Private Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71B Sell
2,490,905
-495,056
-17% -$330M 2.37% 7
2026
Q1 		$1.7B Buy
2,985,961
+63,401
+2% +$39.7M 2.43% 6
2025
Q4 		$1.83B Buy
2,922,560
+454,921
+18% +$283M 2.49% 5
2025
Q3 		$1.51B Buy
2,467,639
+215,319
+10% +$127M 2.38% 5
2025
Q2 		$5.98B Sell
2,252,320
-135,878
-6% -$71.4M 7.96% 1
2025
Q1 		$1.23B Buy
2,388,198
+1,145,118
+92% +$619M 2% 5
2024
Q4 		$632M Sell
1,243,080
-539,290
-30% -$292M 1.05% 15
2024
Q3 		$940M Buy
1,782,370
+606,023
+52% +$308M 1.47% 7
2024
Q2 		$588M Buy
1,176,347
+23,933
+2% +$11.5M 1.02% 13
2024
Q1 		$554M Sell
1,152,414
-31,805
-3% -$14.6M 0.99% 12
2023
Q4 		$517M Sell
1,184,219
-5,739
-0.5% -$2.35M 0.95% 13
2023
Q3 		$461M Buy
1,189,958
+68,612
+6% +$28.1M 1.06% 10
2023
Q2 		$457M Buy
1,121,346
+35,352
+3% +$13.6M 1.05% 10
2023
Q1 		$408M Buy
1,085,994
+97,218
+10% +$35.7M 1.1% 11
2022
Q4 		$348M Buy
+988,776
New +$349M 1.26% 7

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, selling an estimated $330M and leaving 2,490,905 shares worth $1.71B. The position accounts for 2.37% of the portfolio, ranked #7.

Corient Private Wealth first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.98B in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Corient Private Wealth held 2,490,905 shares of Vanguard S&P 500 ETF worth $1.71B as of Q2 2026.
  • Corient Private Wealth sold 495,056 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $330M.
  • Vanguard S&P 500 ETF made up 2.37% of Corient Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Corient Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard S&P 500 ETF position peaked at $5.98B in Q2 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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