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VBK
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Position history for Corient Private Wealth LLC's holdings in Vanguard Index Funds SML CP GRW ETF

Corient Private Wealth LLC holds 1M shares of VBK (Vanguard Index Funds SML CP GRW ETF), worth $311.7M as of 2026-Q1. The position was increased (+0.8% shares). VBK represents 0.4% of Corient Private Wealth LLC's portfolio.

Current Value

$311.7M

Current Shares

1M

Total Value Change

+$84.1M

Total Shares Change

+121,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1M
+0.8%
$311.7M0.4%$316.75
37
2025-Q4
Increased
1M
+14.4%
$309.1M0.4%$305.11
42
2025-Q3
Decreased
894,206
-53.5%
$266.1M0.4%$297.98
0
2025-Q2
Increased
1.9M
+100.8%
$533.1M0.6%$274.96
71
2025-Q1
Increased
958,488
+0.8%
$241.3M0.4%$251.90
37
2024-Q4
Increased
951,395
+0.9%
$266.4M0.4%$278.85
37
2024-Q3
Increased
942,682
+3.6%
$252M0.4%$265.73
38
2024-Q2
Increased
909,964
+2.4%
$227.6M0.4%$248.07
38

Other major holders of VBK: BANK OF AMERICA CORP /DE/

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