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Disclosery

Corient Private Wealth LP: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on VTI, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 1,874,723 VTI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,874,723 shares
    Change vs previous 13F -69,759 shares

    0.96% of the 13F portfolio, value $693,723,637.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,944,482 shares
    Change vs previous 13F +10,160 shares

    0.87% of the 13F portfolio, value $605,288,709.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,934,322 shares
    Change vs previous 13F +205,158 shares

    0.88% of the 13F portfolio, value $645,101,105.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,729,164 shares
    Change vs previous 13F +552,213 shares

    0.89% of the 13F portfolio, value $566,510,014.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 1,176,951 shares
    Change vs previous 13F +44,337 shares

    0.48% of the 13F portfolio, value $357,715,170.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,132,614 shares
    Change vs previous 13F -281,170 shares

    0.51% of the 13F portfolio, value $311,289,605.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,413,784 shares
    Change vs previous 13F +196,091 shares

    0.65% of the 13F portfolio, value $392,607,085.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,217,693 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $215,612,481.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).