Ownership history in Corient Private Wealth LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,187,606 | +3,187,506 | +3187506.0% | 2.43% | $1.83B | $627.13 |
| 2025 Q4 | REDUCED | 100 | -2,467,539 | -100.0% | 0.00% | $63K | $627.13 |
| 2025 Q3 | REDUCED | 2,467,639 | -2,090,107 | -45.9% | 2.38% | $1.51B | $610.65 |
| 2025 Q2 | ADDED | 4,557,746 | +2,169,548 | +90.8% | 12.63% | $11.99B | $564.81 |
| 2025 Q1 | ADDED | 2,388,198 | +1,145,118 | +92.1% | 2.00% | $1.23B | $509.43 |
| 2024 Q4 | REDUCED | 1,243,080 | -539,290 | -30.3% | 1.05% | $632.0M | $532.26 |
| 2024 Q3 | ADDED | 1,782,370 | +606,023 | +51.5% | 1.47% | $940.4M | $519.60 |
| 2024 Q2 | ADDED | 1,176,347 | +23,933 | +2.1% | 1.02% | $588.3M | $490.95 |
| 2024 Q1 | REDUCED | 1,152,414 | -31,805 | -2.7% | 0.99% | $554.0M | $470.20 |
| 2023 Q4 | REDUCED | 1,184,219 | -5,739 | -0.5% | 0.95% | $517.3M | $425.89 |
As of 2025 Q4 — sorted by position size