Position history for Corient Private Wealth LLC's holdings in VANGUARD INDEX FDS
Corient Private Wealth LLC holds 3M shares of VOO (VANGUARD INDEX FDS), worth $1.7B as of 2026-Q1. The position was decreased (-6.3% shares). VOO represents 2.4% of Corient Private Wealth LLC's portfolio.
Current Value
$1.7B
Current Shares
3M
Total Value Change
+$1.1B
Total Shares Change
+1.8M
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 3M |
-6.3% |
| $1.7B |
| 2.4% |
| $625.72 |
0 |
| 2025-Q4 | Increased | 3.2M | +29.2% | $1.8B | 2.4% | $631.72 | 69 |
| 2025-Q3 | Decreased | 2.5M | -45.9% | $1.5B | 2.4% | $608.41 | 0 |
| 2025-Q2 | Increased | 4.6M | +90.8% | $12B | 12.6% | $562.00 | 98 |
| 2025-Q1 | Increased | 2.4M | +92.1% | $1.2B | 2.0% | $506.34 | 87 |
| 2024-Q4 | Decreased | 1.2M | -30.3% | $632M | 1.0% | $534.42 | 0 |
| 2024-Q3 | Increased | 1.8M | +51.5% | $940.4M | 1.5% | $517.34 | 70 |
| 2024-Q2 | Increased | 1.2M | +2.1% | $588.3M | 1.0% | $490.95 | 51 |