Cerity Partners OCIO’s Vanguard Real Estate ETF VNQ Stock Holding History

Cerity Partners OCIO’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-70,269	Closed	-$6.22M	–	26
2025 Q4	$6.22M	Hold	70,269	–	–	0.34%	17
2025 Q3	$6.42M	Hold	70,269	–	–	0.33%	19
2025 Q2	$6.26M	Sell	70,269 -23,523	-25%	-$2.07M	0.35%	19
2025 Q1	$8.49M	Hold	93,792	–	–	0.48%	17
2024 Q4	$8.35M	Hold	93,792	–	–	0.55%	18
2024 Q3	$9.14M	Hold	93,792	–	–	0.73%	17
2024 Q2	$7.86M	Buy	+93,792	New	+$7.75M	0.6%	17
2022 Q4	$20.8M	Sell	251,995 -14,051	-5%	-$1.17M	0.66%	31
2022 Q3	$21.3M	Buy	266,046 +25,853	+11%	+$2.42M	0.74%	29
2022 Q2	$21.9M	Sell	240,193 -79,113	-25%	-$7.89M	0.73%	33
2022 Q1	$34.6M	Sell	319,306 -63,501	-17%	-$6.72M	1.04%	24
2021 Q4	$44.4M	Sell	382,807 -3,937	-1%	-$430K	1.3%	21
2021 Q3	$39.4M	Buy	386,744 +7,039	+2%	+$747K	1.25%	22
2021 Q2	$38.6M	Buy	379,705 +17,102	+5%	+$1.7M	1.26%	24
2021 Q1	$33.3M	Buy	362,603 +77,677	+27%	+$6.83M	1.19%	23
2020 Q4	$24.2M	Buy	284,926 +11,745	+4%	+$974K	0.94%	28
2020 Q3	$21.6M	Sell	273,181 -8,635	-3%	-$693K	0.97%	29
2020 Q2	$22.1M	Sell	281,816 -50,493	-15%	-$3.83M	1.06%	26
2020 Q1	$23.2M	Sell	332,309 -2,479	-0.7%	-$218K	1.31%	22
2019 Q4	$32M	Buy	334,788 +49,484	+17%	+$4.58M	1.48%	20
2019 Q3	$26.6M	Buy	285,304 +58,111	+26%	+$5.28M	1.37%	22
2019 Q2	$19.9M	Buy	227,193 +56,420	+33%	+$4.94M	1.07%	27
2019 Q1	$14.8M	Sell	170,773 -23,729	-12%	-$1.96M	0.85%	30
2018 Q4	$14.5M	Buy	194,502 +6,529	+3%	+$514K	0.93%	28
2018 Q3	$15.2M	Buy	187,973 +106	+0.1%	+$8.73K	0.91%	28
2018 Q2	$15.3M	Buy	187,867 +6,484	+4%	+$502K	0.97%	28
2018 Q1	$13.7M	Sell	181,383 -277,249	-60%	-$21.2M	0.88%	28
2017 Q4	$38.1M	Sell	458,632 -196,553	-30%	-$16.5M	2.52%	16
2017 Q3	$54.5M	Buy	655,185 +37,190	+6%	+$3.11M	3.75%	10
2017 Q2	$51.4M	Buy	617,995 +30,131	+5%	+$2.51M	3.87%	7
2017 Q1	$48.6M	Buy	587,864 +37,959	+7%	+$3.15M	3.85%	8
2016 Q4	$45.4M	Buy	549,905 +247,231	+82%	+$20.1M	3.92%	7
2016 Q3	$26.3M	Buy	302,674 +39,099	+15%	+$3.49M	2.39%	13
2016 Q2	$23.2M	Buy	263,575 +39,714	+18%	+$3.34M	2.32%	14
2016 Q1	$18.8M	Sell	223,861 -35,328	-14%	-$2.75M	1.94%	17
2015 Q4	$20.7M	Buy	259,189 +7,242	+3%	+$573K	2.28%	14
2015 Q3	$19M	Buy	251,947 +14,089	+6%	+$1.08M	2.16%	14
2015 Q2	$17.8M	Buy	237,858 +18,719	+9%	+$1.5M	1.93%	17
2015 Q1	$18.5M	Buy	219,139 +90,680	+71%	+$7.7M	2.06%	16
2014 Q4	$10.4M	Buy	128,459 +49,031	+62%	+$3.85M	1.26%	22
2014 Q3	$5.71M	Buy	79,428 +12,303	+18%	+$928K	0.75%	23
2014 Q2	$5.02M	Buy	67,125 +9,755	+17%	+$717K	0.7%	24
2014 Q1	$4.05M	Sell	57,370 -906	-2%	-$62K	0.64%	23
2013 Q4	$3.76M	Buy	58,276 +13,688	+31%	+$915K	0.65%	25
2013 Q3	$2.95M	Buy	44,588 +4,451	+11%	+$302K	0.55%	24
2013 Q2	$2.76M	Buy	+40,137	New	+$2.92M	0.57%	22

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cerity Partners OCIO's VNQ Position: Q1 2026 in Review

Cerity Partners OCIO sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 70,269 shares — an estimated $6.22M sold.

Cerity Partners OCIO first reported a position in VNQ in Q2 2013 and held it in 46 quarters. The position peaked at $54.5M in Q3 2017. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Cerity Partners OCIO reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners OCIO sold 70,269 Vanguard Real Estate ETF shares in Q1 2026, an estimated $6.22M.
Cerity Partners OCIO first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 46 quarters.
Cerity Partners OCIO's Vanguard Real Estate ETF position peaked at $54.5M in Q3 2017.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Cerity Partners OCIO's 13F filing for Q1 2026, filed 15 May 2026.