Corient Private Wealth LLC

Position in VFH — VANGUARD FINANCIALS INDEX FUND

CIK 1948780 MIAMI, FL

Back to VFH Full portfolio

All Filings in VFH

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 VFH	$25,393,536	192,960	-6.9%	Shares	Sole	2026-08-27
2026-03-31 VFH	$25,043,913	207,300	-0.7%	Shares	Sole	2026-05-15
2025-12-31 VFH	$27,855,224	208,669	+43.6%	Shares	Sole	2026-03-09
2025-09-30 VFH	$19,075,865	145,351	-83.5%	Shares	Sole	2025-11-14
2025-06-30 VFH	$112,048,059	880,189	+606.8%	Shares	Sole	2025-09-26
2025-03-31 VFH	$14,876,882	124,524	-7.3%	Shares	Sole	2025-05-14
2024-12-31 VFH	$15,852,668	134,265	-2.5%	Shares	Sole	2025-02-10
2024-09-30 VFH	$15,137,134	137,723	+2.3%	Shares	Sole	2024-11-12
2024-06-30 VFH	$13,442,649	134,588	+21.6%	Shares	Sole	2024-08-13
2024-03-31 VFH	$11,330,886	110,664	-27.5%	Shares	Sole	2024-05-09
2023-12-31 VFH	$14,078,599	152,597	+1.3%	Shares	Sole	2024-02-09
2023-09-30 VFH	$12,105,107	150,711	-3.3%	Shares	Sole	2023-11-03
2023-06-30 VFH	$12,663,772	155,881	+3.7%	Shares	Sole	2023-08-10
2023-03-31 VFH	$11,709,437	150,333	+8.9%	Shares	Sole	2023-05-15
2022-12-31 VFH	$11,423,441	138,081	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.