Position history for Corient Private Wealth LLC's holdings in VANGUARD INDEX FDS
Corient Private Wealth LLC holds 2M shares of VTI (VANGUARD INDEX FDS), worth $636.7M as of 2025-Q4. The position was increased (++13.5% shares). VTI represents 0.8% of Corient Private Wealth LLC's portfolio.
Current Value
$636.7M
Current Shares
2M
Total Value Change
+$345.1M
Total Shares Change
+871,888
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 2M |
+13.5% |
| $636.7M |
| 0.8% |
| $337.85 |
50 |
| 2025-Q3 | Decreased | 1.7M | -31.4% | $566.5M | 0.9% | $326.17 | 0 |
| 2025-Q2 | Increased | 2.5M | +122.5% | $476.7M | 0.5% | $300.71 | 71 |
| 2025-Q1 | Decreased | 1.1M | -19.9% | $311.3M | 0.5% | $271.08 | 0 |
| 2024-Q4 | Increased | 1.4M | +16.1% | $392.6M | 0.7% | $287.31 | 51 |
| 2024-Q3 | Increased | 1.2M | +11.7% | $215.6M | 0.3% | $277.75 | 41 |
| 2024-Q2 | Increased | 1.1M | +9.5% | $291.6M | 0.5% | $262.63 | 48 |