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14 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in VANGUARD SCOTTSDALE FDS

Corient Private Wealth LP holds 32,347 shares of VTC (VANGUARD SCOTTSDALE FDS), worth $2.5M as of 2026-Q2. The position was decreased (-17.2% shares). VTC represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$2.5M

Current Shares

32,347

Total Value Change

-$2M

Total Shares Change

-26,318

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
32,347
-17.2%
$2.5M0.0%$76.15
0
2026-Q1
Decreased
39,046
-49.4%
$3,0000.0%$75.24
0
2025-Q4
Increased
77,210
+101.6%
$6M0.0%$75.44
44
2025-Q3
Increased
38,296
+1.3%
$3M0.0%$74.95
27
2025-Q2
New
37,803
-
$2.9M0.0%$73.03
36
2025-Q1
Exited
0
-100.0%
$00.0%$71.66
0
2024-Q4
Increased
64,722
+2.0%
$150,6300.0%$70.12
23
2024-Q3
Increased
63,440
+1.4%
$5M0.0%$72.32
27
2024-Q2
Increased
62,582
+2.7%
$4.7M0.0%$68.28
28
2024-Q1
Increased
60,960
+1.6%
$4.7M0.0%$68.34
27
2023-Q4
Increased
59,995
+0.7%
$4.6M0.0%$68.64
27
2023-Q3
Increased
59,565
+0.9%
$4.3M0.0%$63.27
27
2023-Q2
Increased
59,047
+0.7%
$4.5M0.0%$65.42
27
2023-Q1
New
58,665
-
$4.5M0.0%$65.64
37

Other major holders of VTC: Steward Partners Investment Advisory, LLC, RWA WEALTH PARTNERS, LLC, Pathstone Holdings, LLC

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