Corient Private Wealth
VTWO icon

Corient Private Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Corient Private Wealth’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.49M Sell
87,534
-96,812
-53% -$10.1M 0.01% 675
2025
Q4 		$18.3M Buy
184,346
+87,980
+91% +$8.75M 0.01% 585
2025
Q3 		$9.43M Buy
96,366
+808
+0.8% +$75K 0.01% 536
2025
Q2 		$8.33M Buy
95,558
+13,596
+17% +$1.11M 0.01% 564
2025
Q1 		$6.61M Buy
81,962
+37,499
+84% +$3.29M 0.01% 608
2024
Q4 		$3.73M Buy
44,463
+1,150
+3% +$106K 0.01% 783
2024
Q3 		$3.87M Buy
43,313
+6,451
+18% +$558K 0.01% 833
2024
Q2 		$3.02M Buy
36,862
+5,822
+19% +$476K 0.01% 866
2024
Q1 		$2.62M Sell
31,040
-3,050
-9% -$246K ﹤0.01% 911
2023
Q4 		$2.76M Buy
34,090
+5,351
+19% +$388K 0.01% 868
2023
Q3 		$2.05M Buy
28,739
+1,476
+5% +$112K ﹤0.01% 907
2023
Q2 		$2.06M Buy
27,263
+7,311
+37% +$527K ﹤0.01% 888
2023
Q1 		$1.44M Sell
19,952
-1,381
-6% -$103K ﹤0.01% 954
2022
Q4 		$1.5M Buy
+21,333
New +$1.53M 0.01% 791

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 53% in Q1 2026, selling an estimated $10.1M and leaving 87,534 shares worth $8.49M. The position accounts for 0.01% of the portfolio, ranked #675.

Corient Private Wealth first reported a position in VTWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Corient Private Wealth held 87,534 shares of Vanguard Russell 2000 ETF worth $8.49M as of Q1 2026.
  • Corient Private Wealth sold 96,812 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $10.1M.
  • Vanguard Russell 2000 ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #675 holding.
  • Corient Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Russell 2000 ETF position peaked at $18.3M in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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