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

Corient Private Wealth LP holds 6.7M shares of VUG (VANGUARD INDEX FDS), worth $578.3M as of 2026-Q2. The position was increased (+373.7% shares). VUG represents 0.8% of Corient Private Wealth LP's portfolio.

Current Value

$578.3M

Current Shares

6.7M

Total Value Change

+$292.6M

Total Shares Change

+6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.7M
+373.7%
$578.3M0.8%$86.14
72
2026-Q1
Decreased
1.4M
-1.6%
$617.7M0.9%$72.64
0
2025-Q4
Increased
1.4M
+2.5%
$702.6M1.0%$81.05
46
2025-Q3
Increased
1.4M
+197.0%
$673.8M1.1%$79.68
80
2025-Q2
Decreased
473,262
-23.9%
$207.5M0.3%$72.75
0
2025-Q1
Decreased
621,501
-1.2%
$230.5M0.4%$61.47
0
2024-Q4
Decreased
628,918
-15.5%
$257.3M0.4%$67.95
0
2024-Q3
Increased
744,127
+16.2%
$285.7M0.4%$63.48
43

Other major holders of VUG: BANK OF AMERICA CORP /DE/

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