Corient Private Wealth
VTI icon

Corient Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Corient Private Wealth’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694M Sell
1,874,723
-69,759
-4% -$24.9M 0.96% 16
2026
Q1 		$605M Buy
1,944,482
+10,160
+0.5% +$3.41M 0.87% 19
2025
Q4 		$645M Buy
1,934,322
+205,158
+12% +$68.2M 0.88% 19
2025
Q3 		$567M Buy
1,729,164
+552,213
+47% +$174M 0.89% 18
2025
Q2 		$358M Buy
1,176,951
+44,337
+4% +$12.5M 0.48% 32
2025
Q1 		$311M Sell
1,132,614
-281,170
-20% -$81.7M 0.51% 36
2024
Q4 		$393M Buy
1,413,784
+196,091
+16% +$57.2M 0.65% 27
2024
Q3 		$216M Buy
1,217,693
+127,706
+12% +$34.8M 0.34% 56
2024
Q2 		$292M Buy
1,089,987
+94,231
+9% +$24.4M 0.51% 37
2024
Q1 		$259M Buy
995,756
+59,366
+6% +$14.7M 0.46% 42
2023
Q4 		$222M Sell
936,390
-21,342
-2% -$4.72M 0.41% 48
2023
Q3 		$204M Buy
957,732
+45,211
+5% +$10M 0.47% 45
2023
Q2 		$201M Sell
912,521
-7,553
-0.8% -$1.58M 0.46% 46
2023
Q1 		$188M Buy
920,074
+33,200
+4% +$6.65M 0.5% 44
2022
Q4 		$170M Buy
+886,874
New +$171M 0.62% 33

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, selling an estimated $24.9M and leaving 1,874,723 shares worth $694M. The position accounts for 0.96% of the portfolio, ranked #16.

Corient Private Wealth first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Corient Private Wealth held 1,874,723 shares of Vanguard Morningstar Total Stock Market ETF worth $694M as of Q2 2026.
  • Corient Private Wealth sold 69,759 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.96% of Corient Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Corient Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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