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	$72.6M	Sell	211,131 -7,871	-4%	-$2.63M	0.09%	191
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 3.6% in Q2 2026, selling an estimated $2.63M and leaving 211,131 shares worth $72.6M. The position accounts for 0.09% of the portfolio, ranked #191.

Corient Private Wealth first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Corient Private Wealth held 211,131 shares of Vanguard Morningstar Large-Cap ETF worth $72.6M as of Q2 2026.
Corient Private Wealth sold 7,871 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.63M.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Corient Private Wealth's portfolio in Q2 2026, its #191 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.
1,369 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.