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Cerity Partners OCIO’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cerity Partners OCIO’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,588
Closed -$826K – 441
2021
Q3 		$826K Buy
+18,588
New +$852K 0.03% 236

Other funds holding VOOG

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners OCIO's VOOG Position: Q4 2021 in Review

Cerity Partners OCIO sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2021, closing a stake of 18,588 shares — an estimated $826K sold.

Cerity Partners OCIO first reported a position in VOOG in Q3 2021 and held it in 1 quarter. The position peaked at $826K in Q3 2021. 335 funds tracked by Wall St. Rank hold VOOG as of Q4 2021.

  • Cerity Partners OCIO reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Cerity Partners OCIO sold 18,588 Vanguard S&P 500 Growth ETF shares in Q4 2021, an estimated $826K.
  • Cerity Partners OCIO first reported a position in Vanguard S&P 500 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Cerity Partners OCIO's Vanguard S&P 500 Growth ETF position peaked at $826K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2021.

Based on Cerity Partners OCIO's 13F filing for Q4 2021, filed 28 Jan 2022.