Back to Corient Private Wealth LP Corient Private Wealth LP

VIGVIG
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in VANGUARD DIVIDEND APPRECIATION ETF ETF

Corient Private Wealth LP holds 1.5M shares of VIG (VANGUARD DIVIDEND APPRECIATION ETF ETF), worth $356.9M as of 2026-Q2. The position was decreased (-2.3% shares). VIG represents 0.5% of Corient Private Wealth LP's portfolio.

Current Value

$356.9M

Current Shares

1.5M

Total Value Change

+$198.5M

Total Shares Change

+465,030

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-2.3%
$356.9M0.5%$236.62
0
2026-Q1
Decreased
1.5M
-47.4%
$328.1M0.5%$214.15
0
2025-Q4
Increased
2.9M
+86.7%
$640.7M0.4%$218.00
59
2025-Q3
Increased
1.6M
+88.4%
$339.6M0.5%$213.18
68
2025-Q2
Decreased
835,400
-3.2%
$171M0.2%$201.38
0
2025-Q1
Decreased
863,372
-8.2%
$167.5M0.3%$190.06
0
2024-Q4
Decreased
940,624
-3.8%
$179.1M0.3%$190.94
0
2024-Q3
Increased
977,550
+1.9%
$193.6M0.3%$192.26
37
2024-Q2
Increased
958,837
+2.3%
$175M0.3%$177.90
37
2024-Q1
Decreased
936,985
-8.9%
$171.1M0.3%$177.09
0
2023-Q4
Increased
1M
+0.9%
$175.2M0.3%$164.55
37
2023-Q3
Decreased
1M
-10.4%
$158.4M0.4%$149.23
0
2023-Q2
Increased
1.1M
+1.4%
$185M0.4%$153.97
37
2023-Q1
Increased
1.1M
+7.6%
$172.9M0.5%$145.29
39
2022-Q4
New
1M
-
$158.4M0.6%$143.70
59

Other major holders of VIG: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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