Cerity Partners
VBK icon

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

Cerity Partners’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 		$18.5M Buy
50,496
+7,843
+18% +$2.67M 0.02% 512
2026
Q1 		$12.9M Buy
42,653
+4,628
+12% +$1.45M 0.02% 596
2025
Q4 		$11.5M Sell
38,025
-685
-2% -$207K 0.02% 587
2025
Q3 		$11.5M Buy
38,710
+2,709
+8% +$782K 0.02% 530
2025
Q2 		$9.97M Sell
36,001
-5,844
-14% -$1.5M 0.02% 542
2025
Q1 		$10.5M Buy
41,845
+158
+0.4% +$43.8K 0.02% 477
2024
Q4 		$11.7M Buy
41,687
+3,970
+11% +$1.12M 0.03% 440
2024
Q3 		$10.1M Buy
37,717
+62
+0.2% +$15.9K 0.02% 486
2024
Q2 		$9.42M Buy
37,655
+1,246
+3% +$311K 0.02% 436
2024
Q1 		$9.42M Buy
36,409
+310
+0.9% +$76.1K 0.02% 479
2023
Q4 		$8.73M Buy
36,099
+15,068
+72% +$3.27M 0.03% 399
2023
Q3 		$4.5M Sell
21,031
-13,756
-40% -$3.13M 0.02% 434
2023
Q2 		$7.99M Buy
34,787
+13,793
+66% +$3M 0.03% 388
2023
Q1 		$6.14M Buy
20,994
+3,379
+19% +$730K 0.01% 452
2022
Q4 		$3.53M Buy
17,615
+6,776
+63% +$1.39M 0.02% 424
2022
Q3 		$2.12M Buy
10,839
+495
+5% +$106K 0.03% 364
2022
Q2 		$2.04M Buy
10,344
+19
+0.2% +$4.12K 0.02% 394
2022
Q1 		$2.56M Buy
10,325
+9,989
+2,973% +$2.46M 0.04% 285
2021
Q4 		$1.57M Sell
336
-4,685
-93% -$1.34M 0.02% 355
2021
Q3 		$1.41M Sell
5,021
-396
-7% -$113K 0.03% 317
2021
Q2 		$1.57M Buy
5,417
+298
+6% +$83.4K 0.03% 303
2021
Q1 		$1.41M Buy
5,119
+3
+0.1% +$846 0.03% 297
2020
Q4 		$1.37M Buy
5,116
+2,352
+85% +$569K 0.04% 262
2020
Q3 		$594K Buy
2,764
+3
+0.1% +$634 0.02% 301
2020
Q2 		$551K Buy
2,761
+832
+43% +$150K 0.03% 271
2020
Q1 		$290K Buy
1,929
+44
+2% +$8.17K 0.02% 346
2019
Q4 		$375K Sell
1,885
-79
-4% -$15K 0.02% 386
2019
Q3 		$357K Buy
1,964
+60
+3% +$11.2K 0.02% 363
2019
Q2 		$355K Buy
1,904
+304
+19% +$55.3K 0.02% 368
2019
Q1 		$288K Hold
1,600
– – 0.02% 433
2018
Q4 		$241K Buy
+1,600
New +$264K 0.02% 447

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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's VBK Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 18% in Q2 2026, buying an estimated $2.67M and bringing the position to 50,496 shares worth $18.5M. The position accounts for 0.02% of the portfolio, ranked #512.

Cerity Partners first reported a position in VBK in Q4 2018 and has held it in 31 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cerity Partners held 50,496 shares of Vanguard Morningstar Small-Cap Growth ETF worth $18.5M as of Q2 2026.
  • Cerity Partners bought 7,843 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.67M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #512 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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