Cerity Partners
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Cerity Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cerity Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282M Buy
930,912
+67,347
+8% +$19.3M 0.34% 56
2026
Q1 		$227M Buy
863,565
+92,785
+12% +$25.1M 0.32% 60
2025
Q4 		$199M Buy
770,780
+119,995
+18% +$30.7M 0.29% 66
2025
Q3 		$165M Buy
650,785
+22,223
+4% +$5.51M 0.27% 74
2025
Q2 		$149M Buy
628,562
+51,128
+9% +$11.4M 0.27% 75
2025
Q1 		$128M Buy
577,434
+158,804
+38% +$37.9M 0.26% 83
2024
Q4 		$101M Buy
418,630
+42,086
+11% +$10.4M 0.22% 95
2024
Q3 		$89.3M Buy
376,544
+59,004
+19% +$13.4M 0.2% 111
2024
Q2 		$69.3M Buy
317,540
+80,230
+34% +$17.6M 0.18% 124
2024
Q1 		$53.8M Sell
237,310
-5,477,702
-96% -$1.18B 0.14% 148
2023
Q4 		$60.7M Buy
5,715,012
+5,463,111
+2,169% +$1.05B 0.2% 121
2023
Q3 		$47.6M Buy
251,901
+43,474
+21% +$8.66M 0.23% 110
2023
Q2 		$41.5M Buy
208,427
+25,913
+14% +$4.9M 0.16% 132
2023
Q1 		$34.6M Buy
182,514
+17,907
+11% +$3.47M 0.08% 169
2022
Q4 		$30.8M Buy
164,607
+105,455
+178% +$19.5M 0.2% 113
2022
Q3 		$10.1M Buy
59,152
+2,790
+5% +$527K 0.12% 152
2022
Q2 		$9.93M Buy
56,362
+963
+2% +$186K 0.11% 165
2022
Q1 		$11.4M Buy
55,399
+18,009
+48% +$3.79M 0.18% 112
2021
Q4 		$8.45M Buy
37,390
+10,082
+37% +$2.29M 0.13% 142
2021
Q3 		$5.97M Buy
27,308
+261
+1% +$58K 0.13% 145
2021
Q2 		$6.09M Buy
27,047
+5,961
+28% +$1.32M 0.13% 140
2021
Q1 		$4.51M Buy
21,086
+10,789
+105% +$2.27M 0.11% 158
2020
Q4 		$2M Sell
10,297
-144
-1% -$25.4K 0.06% 213
2020
Q3 		$1.61M Sell
10,441
-1,161
-10% -$178K 0.07% 195
2020
Q2 		$1.69M Buy
11,602
+521
+5% +$70K 0.09% 145
2020
Q1 		$1.28M Buy
11,081
+2,328
+27% +$350K 0.08% 171
2019
Q4 		$1.45M Buy
8,753
+788
+10% +$126K 0.07% 197
2019
Q3 		$1.23M Buy
7,965
+1,816
+30% +$282K 0.07% 226
2019
Q2 		$963K Buy
6,149
+2,109
+52% +$326K 0.06% 236
2019
Q1 		$617K Sell
4,040
-333
-8% -$49.5K 0.04% 300
2018
Q4 		$577K Buy
4,373
+1,438
+49% +$209K 0.04% 295
2018
Q3 		$477K Buy
2,935
+687
+31% +$111K 0.03% 340
2018
Q2 		$350K Buy
2,248
+163
+8% +$24.9K 0.03% 393
2018
Q1 		$306K Buy
2,085
+80
+4% +$11.9K 0.02% 430
2017
Q4 		$296K Buy
2,005
+250
+14% +$36.2K 0.02% 450
2017
Q3 		$248K Buy
+1,755
New +$239K 0.02% 487
2017
Q2 		– Sell
-1,755
Closed -$234K – 436
2017
Q1 		$234K Buy
+1,755
New +$232K 0.02% 387

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's VB Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.8% in Q2 2026, buying an estimated $19.3M and bringing the position to 930,912 shares worth $282M. The position accounts for 0.34% of the portfolio, ranked #56.

Cerity Partners first reported a position in VB in Q1 2017 and has held it in 37 quarters since. 2,319 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cerity Partners held 930,912 shares of Vanguard Morningstar Small-Cap ETF worth $282M as of Q2 2026.
  • Cerity Partners bought 67,347 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $19.3M.
  • Vanguard Morningstar Small-Cap ETF made up 0.34% of Cerity Partners's portfolio in Q2 2026, its #56 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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