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Disclosery

Corient Private Wealth LP: VUG position timeline

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

Corient Private Wealth LP held 6,713,568 VUG 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 6,713,568 shares
    Change vs previous 13F +5,296,330 shares

    0.8% of the 13F portfolio, value $578,306,438.

    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 1,417,238 shares
    Change vs previous 13F -22,901 shares

    0.88% of the 13F portfolio, value $617,656,776.

    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 1,440,139 shares
    Change vs previous 13F +34,642 shares

    0.96% of the 13F portfolio, value $702,624,410.

    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 1,405,497 shares
    Change vs previous 13F +932,235 shares

    1.06% of the 13F portfolio, value $673,841,033.

    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 473,262 shares
    Change vs previous 13F -148,239 shares

    0.28% of the 13F portfolio, value $207,479,241.

    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 621,501 shares
    Change vs previous 13F -7,417 shares

    0.38% of the 13F portfolio, value $230,466,806.

    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 628,918 shares
    Change vs previous 13F -115,209 shares

    0.43% of the 13F portfolio, value $257,257,538.

    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 744,127 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $285,692,466.

    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).