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Cerity Partners Retirement Plan Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Cerity Partners Retirement Plan Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-764
Closed -$231K – 43
2026
Q1 		$231K Buy
+764
New +$240K 0.12% 31

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SEI Investments
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cerity Partners Retirement Plan Advisors's VBK Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 764 shares — an estimated $231K sold.

Cerity Partners Retirement Plan Advisors first reported a position in VBK in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners Retirement Plan Advisors sold 764 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $231K.
  • Cerity Partners Retirement Plan Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners Retirement Plan Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $231K in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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