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

Cerity Partners Retirement Plan Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,992
Closed -$433K – 44
2026
Q1 		$433K Buy
+1,992
New +$445K 0.22% 27

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AL
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Wells Fargo
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cerity Partners Retirement Plan Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 1,992 shares — an estimated $433K sold.

Cerity Partners Retirement Plan Advisors first reported a position in VBR in Q1 2026 and held it in 1 quarter. The position peaked at $433K in Q1 2026. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners Retirement Plan Advisors sold 1,992 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $433K.
  • Cerity Partners Retirement Plan Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners Retirement Plan Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $433K in Q1 2026.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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