Corient Private Wealth
VXF icon

Corient Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Corient Private Wealth’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.48M Sell
36,347
-78,739
-68% -$16.9M 0.01% 721
2025
Q4 		$24.2M Buy
115,086
+79,639
+225% +$16.7M 0.02% 521
2025
Q3 		$7.42M Sell
35,447
-20,233
-36% -$4.09M 0.01% 589
2025
Q2 		$10.7M Sell
55,680
-615
-1% -$109K 0.01% 514
2025
Q1 		$9.7M Sell
56,295
-1,981
-3% -$375K 0.02% 528
2024
Q4 		$11.1M Sell
58,276
-4,463
-7% -$860K 0.02% 489
2024
Q3 		$11.4M Buy
62,739
+3,907
+7% +$683K 0.02% 527
2024
Q2 		$9.93M Sell
58,832
-1,731
-3% -$292K 0.02% 530
2024
Q1 		$10.6M Buy
60,563
+856
+1% +$142K 0.02% 513
2023
Q4 		$9.82M Buy
59,707
+23,779
+66% +$3.49M 0.02% 524
2023
Q3 		$5.15M Buy
35,928
+1,167
+3% +$175K 0.01% 632
2023
Q2 		$5.17M Sell
34,761
-18
-0.1% -$2.52K 0.01% 626
2023
Q1 		$4.88M Buy
34,779
+3,963
+13% +$562K 0.01% 603
2022
Q4 		$4.14M Buy
+30,816
New +$4.18M 0.02% 541

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Corient Private Wealth reduced its Vanguard Extended Market ETF (VXF) stake by 68% in Q1 2026, selling an estimated $16.9M and leaving 36,347 shares worth $7.48M. The position accounts for 0.01% of the portfolio, ranked #721.

Corient Private Wealth first reported a position in VXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.2M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Corient Private Wealth held 36,347 shares of Vanguard Extended Market ETF worth $7.48M as of Q1 2026.
  • Corient Private Wealth sold 78,739 Vanguard Extended Market ETF shares in Q1 2026, an estimated $16.9M.
  • Vanguard Extended Market ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #721 holding.
  • Corient Private Wealth first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Extended Market ETF position peaked at $24.2M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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