Corient Private Wealth
VV icon

Corient Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Corient Private Wealth’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.6M Sell
181,940
-37,062
-17% -$12.4M 0.09% 206
2026
Q1 		$65.6M Sell
219,002
-1,165
-0.5% -$365K 0.09% 197
2025
Q4 		$69.3M Buy
220,167
+127,418
+137% +$39.8M 0.09% 198
2025
Q3 		$24.1M Sell
92,749
-21,453
-19% -$6.35M 0.04% 355
2025
Q2 		$32.6M Sell
114,202
-10,444
-8% -$2.75M 0.04% 300
2025
Q1 		$32M Sell
124,646
-9,877
-7% -$2.68M 0.05% 302
2024
Q4 		$36.3M Sell
134,523
-7,463
-5% -$2.02M 0.06% 276
2024
Q3 		$35.6M Buy
141,986
+14,408
+11% +$3.66M 0.06% 295
2024
Q2 		$31.8M Buy
127,578
+23,842
+23% +$5.73M 0.06% 300
2024
Q1 		$24.9M Buy
103,736
+88
+0.1% +$20.1K 0.04% 347
2023
Q4 		$22.6M Sell
103,648
-3,339
-3% -$683K 0.04% 362
2023
Q3 		$20.9M Buy
106,987
+32
+0% +$6.52K 0.05% 337
2023
Q2 		$21.7M Sell
106,955
-2,646
-2% -$507K 0.05% 318
2023
Q1 		$20.5M Buy
109,601
+4,204
+4% +$765K 0.06% 307
2022
Q4 		$17.6M Buy
+105,397
New +$18.5M 0.06% 286

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 17% in Q2 2026, selling an estimated $12.4M and leaving 181,940 shares worth $62.6M. The position accounts for 0.09% of the portfolio, ranked #206.

Corient Private Wealth first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.3M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Corient Private Wealth held 181,940 shares of Vanguard Morningstar Large-Cap ETF worth $62.6M as of Q2 2026.
  • Corient Private Wealth sold 37,062 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $12.4M.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Corient Private Wealth's portfolio in Q2 2026, its #206 holding.
  • Corient Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $69.3M in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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