Corient Private Wealth LLC
Position in IVOV — VANGUARD S&P MID-CAP 400 VALUE INDEX FUND
CIK 1948780
MIAMI, FL
All Filings in IVOV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IVOV | $619,286 | 5,429 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IVOV | $958,737 | 9,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IVOV | $591,413 | 5,855 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IVOV | $1,000,041 | 9,924 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IVOV | $269,989 | 2,828 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IVOV | $305,112 | 3,315 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IVOV | $411,959 | 4,311 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IVOV | $465,343 | 4,861 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 IVOV | $258,689 | 2,849 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||