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VFQYVFQY
14 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in VANGUARD WELLINGTON FD

Corient Private Wealth LP holds 17,134 shares of VFQY (VANGUARD WELLINGTON FD), worth $2.9M as of 2026-Q2. The position was increased (+32.5% shares). VFQY represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$2.9M

Current Shares

17,134

Total Value Change

+$1.6M

Total Shares Change

+5,391

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,134
+32.5%
$2.9M0.0%$170.29
34
2026-Q1
Decreased
12,929
-47.0%
$1.9M0.0%$156.78
0
2025-Q4
Increased
24,382
+100.6%
$3.7M0.0%$155.32
43
2025-Q3
Increased
12,152
+0.3%
$1.8M0.0%$150.11
26
2025-Q2
Increased
12,119
+0.3%
$1.7M0.0%$142.44
26
2025-Q1
Increased
12,080
+0.3%
$1.6M0.0%$131.77
26
2024-Q4
Increased
12,041
+0.4%
$1.7M0.0%$139.13
26
2024-Q3
Increased
11,997
+0.7%
$1.7M0.0%$140.63
26
2024-Q2
Unchanged
11,914
0.0%
$1.6M0.0%$131.55
0
2024-Q1
Increased
11,914
+0.3%
$1.6M0.0%$133.81
26
2023-Q4
Increased
11,879
+0.4%
$1.5M0.0%$123.22
26
2023-Q3
Increased
11,832
+0.3%
$1.3M0.0%$109.00
25
2023-Q2
Increased
11,793
+0.4%
$1.3M0.0%$109.43
25
2023-Q1
New
11,743
-
$1.3M0.0%$102.60
35

Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC

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