Corient Private Wealth
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Corient Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Corient Private Wealth’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.5M Sell
595,684
-60,307
-9% -$9.2M 0.13% 153
2026
Q1 		$83.8M Sell
655,991
-35,295
-5% -$5.08M 0.12% 159
2025
Q4 		$97.5M Buy
691,286
+43,238
+7% +$6.04M 0.13% 153
2025
Q3 		$89.3M Buy
648,048
+43,625
+7% +$5.8M 0.14% 152
2025
Q2 		$77.7M Buy
604,423
+41,157
+7% +$4.92M 0.1% 180
2025
Q1 		$65.3M Sell
563,266
-77,450
-12% -$9.27M 0.11% 187
2024
Q4 		$69.3M Sell
640,716
-34,522
-5% -$4.14M 0.12% 178
2024
Q3 		$80.8M Buy
675,238
+76,494
+13% +$8.8M 0.13% 167
2024
Q2 		$67.4M Buy
598,744
+48,932
+9% +$5.4M 0.12% 179
2024
Q1 		$60.8M Sell
549,812
-23,809
-4% -$2.52M 0.11% 194
2023
Q4 		$59M Sell
573,621
-18,539
-3% -$1.78M 0.11% 191
2023
Q3 		$55.2M Sell
592,160
-18,325
-3% -$1.78M 0.13% 176
2023
Q2 		$59.2M Buy
610,485
+34,329
+6% +$3.22M 0.14% 159
2023
Q1 		$53.1M Buy
576,156
+18,927
+3% +$1.71M 0.14% 154
2022
Q4 		$48M Buy
+557,229
New +$47.6M 0.17% 140

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Total World Stock ETF (VT) stake by 9.2% in Q2 2026, selling an estimated $9.2M and leaving 595,684 shares worth $93.5M. The position accounts for 0.13% of the portfolio, ranked #153.

Corient Private Wealth first reported a position in VT in Q4 2022 and has held it in 15 quarters since. The position peaked at $97.5M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Corient Private Wealth held 595,684 shares of Vanguard Total World Stock ETF worth $93.5M as of Q2 2026.
  • Corient Private Wealth sold 60,307 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $9.2M.
  • Vanguard Total World Stock ETF made up 0.13% of Corient Private Wealth's portfolio in Q2 2026, its #153 holding.
  • Corient Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Total World Stock ETF position peaked at $97.5M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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