Corient Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.1M	Sell	78,666 -1,619	-2%	-$467K	0.03%	367
2026 Q1	$20.6M	Buy	80,285 +1,280	+2%	+$351K	0.03%	394
2025 Q4	$22.1M	Buy	79,005 +1,488	+2%	+$426K	0.03%	387
2025 Q3	$22.8M	Buy	77,517 +58,647	+311%	+$16.9M	0.04%	367
2025 Q2	$5.37M	Buy	18,870 +1,794	+11%	+$463K	0.01%	688
2025 Q1	$4.18M	Sell	17,076 -1,406	-8%	-$366K	0.01%	736
2024 Q4	$4.48M	Sell	18,482 -8,859	-32%	-$2.28M	0.01%	738
2024 Q3	$6.66M	Sell	27,341 -712	-3%	-$166K	0.01%	672
2024 Q2	$6.45M	Sell	28,053 -746	-3%	-$171K	0.01%	636
2024 Q1	$6.79M	Sell	28,799 -692	-2%	-$155K	0.01%	623
2023 Q4	$6.48M	Sell	29,491 -22,462	-43%	-$4.49M	0.01%	627
2023 Q3	$11.1M	Buy	51,953 +38,949	+300%	+$7.95M	0.03%	458
2023 Q2	$2.68M	Sell	13,004 -230	-2%	-$44.6K	0.01%	815
2023 Q1	$2.58M	Buy	13,234 +7,550	+133%	+$1.45M	0.01%	768
2022 Q4	$1.02M	Buy	+5,684	New	+$1.03M	﹤0.01%	905

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2% in Q2 2026, selling an estimated $467K and leaving 78,666 shares worth $24.1M. The position accounts for 0.03% of the portfolio, ranked #367.

Corient Private Wealth first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Corient Private Wealth held 78,666 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $24.1M as of Q2 2026.
Corient Private Wealth sold 1,619 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $467K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #367 holding.
Corient Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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