Cerity Partners
VDC icon

Cerity Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cerity Partners’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Sell
108,434
-16,529
-13% -$3.77M 0.03% 423
2026
Q1 		$28.1M Sell
124,963
-1,058
-0.8% -$242K 0.04% 355
2025
Q4 		$26.6M Sell
126,021
-2,275
-2% -$484K 0.04% 348
2025
Q3 		$27.4M Sell
128,296
-12,002
-9% -$2.63M 0.04% 320
2025
Q2 		$30.7M Sell
140,298
-12,866
-8% -$2.82M 0.05% 274
2025
Q1 		$33.5M Buy
153,164
+142,038
+1,277% +$30.7M 0.07% 245
2024
Q4 		$2.35M Buy
11,126
+445
+4% +$96.4K 0.01% 1029
2024
Q3 		$2.33M Sell
10,681
-406
-4% -$86.1K 0.01% 1029
2024
Q2 		$2.25M Buy
11,087
+102
+0.9% +$20.7K 0.01% 862
2024
Q1 		$2.24M Sell
10,985
-102
-0.9% -$20K 0.01% 922
2023
Q4 		$2.12M Buy
11,087
+1,493
+16% +$274K 0.01% 756
2023
Q3 		$1.75M Sell
9,594
-732
-7% -$141K 0.01% 613
2023
Q2 		$2.01M Buy
10,326
+7,450
+259% +$1.46M 0.01% 731
2023
Q1 		$556K Buy
2,876
+100
+4% +$19K ﹤0.01% 1245
2022
Q4 		$532K Buy
+2,776
New +$522K ﹤0.01% 921

Other funds holding VDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's VDC Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Consumer Staples ETF (VDC) stake by 13% in Q2 2026, selling an estimated $3.77M and leaving 108,434 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #423.

Cerity Partners first reported a position in VDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.5M in Q1 2025. 624 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Cerity Partners held 108,434 shares of Vanguard Consumer Staples ETF worth $24.5M as of Q2 2026.
  • Cerity Partners sold 16,529 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $3.77M.
  • Vanguard Consumer Staples ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #423 holding.
  • Cerity Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Vanguard Consumer Staples ETF position peaked at $33.5M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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