Corient Private Wealth LLC
Position in IVOO — VANGUARD S&P MID-CAP 400 INDEX FUND
CIK 1948780
MIAMI, FL
All Filings in IVOO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IVOO | $1,809,560 | 13,877 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IVOO | $1,279,012 | 11,188 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IVOO | $1,436,406 | 12,848 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IVOO | $1,216,277 | 11,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IVOO | $1,137,773 | 10,838 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IVOO | $516,201 | 5,230 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IVOO | $367,773 | 3,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IVOO | $462,342 | 4,377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IVOO | $295,843 | 2,985 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IVOO | $242,588 | 2,355 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IVOO | $217,728 | 2,317 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IVOO | $203,801 | 2,411 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 IVOO | $203,994 | 2,409 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||