Corient Private Wealth
VOT icon

Corient Private Wealth’s Vanguard 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
Q1 		$20.6M Sell
80,285
-87,781
-52% -$24.1M 0.03% 394
2025
Q4 		$44M Buy
168,066
+90,549
+117% +$25.9M 0.03% 390
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 52% in Q1 2026, selling an estimated $24.1M and leaving 80,285 shares worth $20.6M. The position accounts for 0.03% of the portfolio, ranked #394.

Corient Private Wealth first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $44M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Corient Private Wealth held 80,285 shares of Vanguard Mid-Cap Growth ETF worth $20.6M as of Q1 2026.
  • Corient Private Wealth sold 87,781 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $24.1M.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #394 holding.
  • Corient Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Mid-Cap Growth ETF position peaked at $44M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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