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Cerity Partners Retirement Plan Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cerity Partners Retirement Plan Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,596
Closed -$1.34M – 46
2026
Q1 		$1.34M Buy
+18,596
New +$1.38M 0.68% 16

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Cerity Partners Retirement Plan Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 18,596 shares — an estimated $1.34M sold.

Cerity Partners Retirement Plan Advisors first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $1.34M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners Retirement Plan Advisors sold 18,596 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.34M.
  • Cerity Partners Retirement Plan Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners Retirement Plan Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $1.34M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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