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Cerity Partners OCIO’s Vanguard Total World Stock ETF VT Stock Holding History

Cerity Partners OCIO’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138M Buy
876,239
+36,244
+4% +$5.53M 6.96% 8
2026
Q1 		$116M Sell
839,995
-757,003
-47% -$109M 6.97% 8
2025
Q4 		$225M Buy
1,596,998
+74,534
+5% +$10.4M 12.46% 3
2025
Q3 		$210M Buy
1,522,464
+431,279
+40% +$57.3M 10.7% 3
2025
Q2 		$140M Sell
1,091,185
-158,162
-13% -$18.9M 7.77% 5
2025
Q1 		$145M Buy
1,249,347
+660,678
+112% +$79.1M 8.2% 4
2024
Q4 		$69.2M Buy
588,669
+17,075
+3% +$2.05M 4.59% 6
2024
Q3 		$68.4M Buy
571,594
+8,700
+2% +$1M 5.5% 7
2024
Q2 		$63.4M Buy
+562,894
New +$62.1M 4.86% 9
2022
Q4 		$1.21M Buy
14,079
+2,089
+17% +$178K 0.04% 227
2022
Q3 		$946K Buy
11,990
+2,168
+22% +$191K 0.03% 235
2022
Q2 		$838K Buy
9,822
+94
+1% +$8.69K 0.03% 248
2022
Q1 		$985K Buy
9,728
+1,492
+18% +$151K 0.03% 240
2021
Q4 		$885K Buy
8,236
+1,446
+21% +$154K 0.03% 244
2021
Q3 		$691K Buy
6,790
+1,001
+17% +$105K 0.02% 269
2021
Q2 		$600K Buy
5,789
+511
+10% +$52.1K 0.02% 283
2021
Q1 		$513K Sell
5,278
-201
-4% -$19.3K 0.02% 279
2020
Q4 		$507K Buy
+5,479
New +$475K 0.02% 255
2018
Q1 		– Sell
-5,489
Closed -$408K – 281
2017
Q4 		$408K Buy
5,489
+90
+2% +$6.54K 0.03% 203
2017
Q3 		$382K Buy
5,399
+562
+12% +$39K 0.03% 193
2017
Q2 		$327K Buy
4,837
+564
+13% +$37.7K 0.02% 205
2017
Q1 		$279K Buy
4,273
+25
+0.6% +$1.6K 0.02% 210
2016
Q4 		$259K Buy
4,248
+94
+2% +$5.68K 0.02% 209
2016
Q3 		$253K Buy
+4,154
New +$251K 0.02% 185

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Cerity Partners OCIO's VT Position: Q2 2026 in Review

Cerity Partners OCIO increased its Vanguard Total World Stock ETF (VT) stake by 4.3% in Q2 2026, buying an estimated $5.53M and bringing the position to 876,239 shares worth $138M. The position accounts for 6.96% of the portfolio, ranked #8.

Cerity Partners OCIO first reported a position in VT in Q3 2016 and has held it in 24 quarters since. The position peaked at $225M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cerity Partners OCIO held 876,239 shares of Vanguard Total World Stock ETF worth $138M as of Q2 2026.
  • Cerity Partners OCIO bought 36,244 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.53M.
  • Vanguard Total World Stock ETF made up 6.96% of Cerity Partners OCIO's portfolio in Q2 2026, its #8 holding.
  • Cerity Partners OCIO first reported a position in Vanguard Total World Stock ETF in Q3 2016 and has held it in 24 quarters since.
  • Cerity Partners OCIO's Vanguard Total World Stock ETF position peaked at $225M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.