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

Cerity Partners Retirement Plan Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,348
Closed -$428K – 47
2026
Q1 		$428K Buy
+2,348
New +$439K 0.22% 28

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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Cerity Partners Retirement Plan Advisors's VOE Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 2,348 shares — an estimated $428K sold.

Cerity Partners Retirement Plan Advisors first reported a position in VOE in Q1 2026 and held it in 1 quarter. The position peaked at $428K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners Retirement Plan Advisors sold 2,348 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $428K.
  • Cerity Partners Retirement Plan Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners Retirement Plan Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $428K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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