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

Corient Private Wealth’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89.3M	Sell	1,080,873 -199,239	-16%	-$15.8M	0.12%	159
2026 Q1	$87M	Sell	1,280,112 -66,186	-5%	-$4.79M	0.12%	156
2025 Q4	$99.8M	Sell	1,346,298 -93,624	-7%	-$6.89M	0.14%	150
2025 Q3	$105M	Sell	1,439,922 -27,624	-2%	-$1.91M	0.16%	132
2025 Q2	$97M	Buy	1,467,546 +34,482	+2%	+$2.05M	0.13%	162
2025 Q1	$79.9M	Sell	1,433,064 -146,208	-9%	-$8.86M	0.13%	164
2024 Q4	$96.4M	Sell	1,579,272 -30,408	-2%	-$1.82M	0.16%	142
2024 Q3	$92.6M	Buy	1,609,680 +17,886	+1%	+$993K	0.14%	151
2024 Q2	$88.5M	Buy	1,591,794 +62,382	+4%	+$3.23M	0.15%	143
2024 Q1	$77.7M	Sell	1,529,412 -9,432	-0.6%	-$455K	0.14%	164
2023 Q4	$69.5M	Sell	1,538,844 -2,295,492	-60%	-$98.2M	0.13%	169
2023 Q3	$121M	Sell	3,834,336 -78,672	-2%	-$3.35M	0.28%	85
2023 Q2	$128M	Sell	3,913,008 -331,302	-8%	-$13.2M	0.29%	80
2023 Q1	$128M	Buy	4,244,310 +64,158	+2%	+$2.36M	0.34%	67
2022 Q4	$117M	Buy	+4,180,152	New	+$151M	0.43%	62

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 16% in Q2 2026, selling an estimated $15.8M and leaving 1,080,873 shares worth $89.3M. The position accounts for 0.12% of the portfolio, ranked #159.

Corient Private Wealth first reported a position in VOOG in Q4 2022 and has held it in 15 quarters since. The position peaked at $128M in Q1 2023. 748 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Corient Private Wealth held 1,080,873 shares of Vanguard S&P 500 Growth ETF worth $89.3M as of Q2 2026.
Corient Private Wealth sold 199,239 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $15.8M.
Vanguard S&P 500 Growth ETF made up 0.12% of Corient Private Wealth's portfolio in Q2 2026, its #159 holding.
Corient Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $128M in Q1 2023.
748 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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