Corient Private Wealth
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Corient Private Wealth’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Corient Private Wealth’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3K Sell
39,046
-38,164
-49% -$2.96M ﹤0.01% 2811
2025
Q4 		$5.99M Buy
77,210
+38,914
+102% +$3.04M ﹤0.01% 974
2025
Q3 		$3M Buy
38,296
+493
+1% +$38.2K ﹤0.01% 899
2025
Q2 		$2.92M Buy
+37,803
New +$2.87M ﹤0.01% 883
2025
Q1 		– Sell
-64,722
Closed -$151K – 2455
2024
Q4 		$151K Buy
64,722
+1,282
+2% +$99K ﹤0.01% 2174
2024
Q3 		$5.03M Buy
63,440
+858
+1% +$66.8K 0.01% 747
2024
Q2 		$4.74M Buy
62,582
+1,622
+3% +$122K 0.01% 723
2024
Q1 		$4.67M Buy
60,960
+965
+2% +$73.8K 0.01% 721
2023
Q4 		$4.65M Buy
59,995
+430
+0.7% +$31.7K 0.01% 709
2023
Q3 		$4.32M Buy
59,565
+518
+0.9% +$38.5K 0.01% 666
2023
Q2 		$4.47M Buy
59,047
+382
+0.7% +$29K 0.01% 661
2023
Q1 		$4.5M Buy
+58,665
New +$4.45M 0.01% 622

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return