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Cerity Partners OCIO’s Vanguard US Value Factor ETF VFVA Stock Holding History

Cerity Partners OCIO’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$780K Buy
7,909
+2,935
+59% +$288K 0.02% 276
2022
Q3 		$432K Buy
4,974
+2,236
+82% +$216K 0.02% 328
2022
Q2 		$250K Buy
+2,738
New +$277K 0.01% 372

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Cerity Partners OCIO's VFVA Position: Q4 2022 in Review

Cerity Partners OCIO increased its Vanguard US Value Factor ETF (VFVA) stake by 59% in Q4 2022, buying an estimated $288K and bringing the position to 7,909 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #276.

Cerity Partners OCIO first reported a position in VFVA in Q2 2022 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold VFVA as of Q4 2022.

  • Cerity Partners OCIO held 7,909 shares of Vanguard US Value Factor ETF worth $780K as of Q4 2022.
  • Cerity Partners OCIO bought 2,935 Vanguard US Value Factor ETF shares in Q4 2022, an estimated $288K.
  • Vanguard US Value Factor ETF made up 0.02% of Cerity Partners OCIO's portfolio in Q4 2022, its #276 holding.
  • Cerity Partners OCIO first reported a position in Vanguard US Value Factor ETF in Q2 2022 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.