Corient Private Wealth
VPL icon

Corient Private Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Corient Private Wealth’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Sell
196,395
-38,399
-16% -$3.83M 0.02% 530
2025
Q4 		$21.2M Buy
234,794
+122,796
+110% +$11.1M 0.01% 546
2025
Q3 		$9.5M Buy
111,998
+71,970
+180% +$6.13M 0.02% 531
2025
Q2 		$3.29M Sell
40,028
-180
-0.4% -$13.7K ﹤0.01% 840
2025
Q1 		$2.91M Buy
40,208
+2,118
+6% +$155K ﹤0.01% 848
2024
Q4 		$2.71M Sell
38,090
-9,939
-21% -$742K ﹤0.01% 890
2024
Q3 		$3.76M Buy
48,029
+10,156
+27% +$769K 0.01% 839
2024
Q2 		$2.81M Buy
37,873
+11,200
+42% +$828K ﹤0.01% 894
2024
Q1 		$2.03M Sell
26,673
-11,129
-29% -$814K ﹤0.01% 1016
2023
Q4 		$2.72M Buy
37,802
+4,624
+14% +$314K 0.01% 876
2023
Q3 		$2.22M Buy
33,178
+4,523
+16% +$314K 0.01% 871
2023
Q2 		$2M Sell
28,655
-4,808
-14% -$332K ﹤0.01% 901
2023
Q1 		$2.27M Buy
33,463
+17,679
+112% +$1.19M 0.01% 804
2022
Q4 		$1.02M Buy
+15,784
New +$985K ﹤0.01% 908

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return