Corient Private Wealth LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1948780
MIAMI, FL
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$125,421,052
-$18,128,918 QoQ
Shares Held
413,767
-24.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#20
of 353 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 30%
Shared 0%
None 69%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,421,052 | 413,767 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $143,549,970 | 548,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,791,348 | 569,069 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $114,211,387 | 449,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,183,543 | 477,608 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $102,140,045 | 460,609 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $93,911,756 | 390,843 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $97,129,903 | 409,468 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $88,770,843 | 407,131 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $91,809,287 | 401,633 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $85,774,873 | 402,076 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $70,571,322 | 373,255 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $64,129,494 | 322,437 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $60,380,546 | 318,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $58,985,718 | 321,378 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||