Position history for Corient Private Wealth LLC's holdings in VANGUARD INDEX FDS
Corient Private Wealth LLC holds 1.4M shares of VUG (VANGUARD INDEX FDS), worth $617.7M as of 2026-Q1. The position was decreased (-9.1% shares). VUG represents 0.9% of Corient Private Wealth LLC's portfolio.
Current Value
$617.7M
Current Shares
1.4M
Total Value Change
+$378.2M
Total Shares Change
+776,981
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 1.4M |
-9.1% |
| $617.7M |
| 0.9% |
| $459.35 |
0 |
| 2025-Q4 | Increased | 1.6M | +10.9% | $702M | 0.9% | $491.69 | 49 |
| 2025-Q3 | Increased | 1.4M | +14.4% | $673.8M | 1.1% | $477.56 | 57 |
| 2025-Q2 | Increased | 1.2M | +97.7% | $538.8M | 0.6% | $434.99 | 71 |
| 2025-Q1 | Decreased | 621,501 | -1.2% | $230.5M | 0.4% | $369.23 | 0 |
| 2024-Q4 | Decreased | 628,918 | -15.5% | $257.3M | 0.4% | $412.31 | 0 |
| 2024-Q3 | Increased | 744,127 | +16.2% | $285.7M | 0.4% | $380.10 | 43 |
| 2024-Q2 | Increased | 640,257 | +0.5% | $239.5M | 0.4% | $371.40 | 37 |