Position history for Corient Private Wealth LLC's holdings in VANGUARD INDEX FDS
Corient Private Wealth LLC holds 1.9M shares of VTI (VANGUARD INDEX FDS), worth $605.3M as of 2026-Q1. The position was decreased (-0.9% shares). VTI represents 0.9% of Corient Private Wealth LLC's portfolio.
Current Value
$605.3M
Current Shares
1.9M
Total Value Change
+$313.7M
Total Shares Change
+854,495
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Decreased |
| 1.9M |
-0.9% |
| $605.3M |
| 0.9% |
| $335.73 |
0 |
| 2025-Q4 | 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 |