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VUG
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Position history for Corient Private Wealth LLC's holdings in Vanguard Index Funds GROWTH ETF

Corient Private Wealth LLC holds 1.4M shares of VUG (Vanguard Index Funds GROWTH ETF), 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.4M
-9.1%
$617.7M0.9%$459.35
0
2025-Q4
Increased
1.6M
+10.9%
$702M0.9%$491.69
49
2025-Q3
Increased
1.4M
+14.4%
$673.8M1.1%$477.56
57
2025-Q2
Increased
1.2M
+97.7%
$538.8M0.6%$434.99
71
2025-Q1
Decreased
621,501
-1.2%
$230.5M0.4%$369.23
0
2024-Q4
Decreased
628,918
-15.5%
$257.3M0.4%$412.31
0
2024-Q3
Increased
744,127
+16.2%
$285.7M0.4%$380.10
43
2024-Q2
Increased
640,257
+0.5%
$239.5M0.4%$371.40
37

Other major holders of VUG: BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP

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