Cerity Partners’s Vermilion Energy VET Stock Holding History

Cerity Partners’s Portfolio VET Stock Details VET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,194	Closed	-$90.7K	–	2766
2025 Q1	$90.7K	Sell	11,194 -1,645	-13%	-$14.7K	﹤0.01%	2333
2024 Q4	$122K	Buy	+12,839	New	+$125K	﹤0.01%	2315
2024 Q1	–	Sell	-10,001	Closed	-$121K	–	2354
2023 Q4	$121K	Hold	10,001	–	–	﹤0.01%	1771
2023 Q3	$146K	Buy	+10,001	New	+$141K	﹤0.01%	1308
2023 Q2	–	Sell	-12,290	Closed	-$159K	–	1962
2023 Q1	$159K	Sell	12,290 -1,490	-11%	-$21K	﹤0.01%	1741
2022 Q4	$244K	Sell	13,780 -104	-0.7%	-$2.11K	﹤0.01%	1237
2022 Q3	$297K	Sell	13,884 -34	-0.2%	-$798	﹤0.01%	895
2022 Q2	$265K	Buy	+13,918	New	+$290K	﹤0.01%	957
2022 Q1	–	Sell	-13,398	Closed	-$168K	–	1118
2021 Q4	$168K	Buy	+13,398	New	+$146K	﹤0.01%	946
2019 Q3	–	Sell	-9,900	Closed	-$216K	–	520
2019 Q2	$216K	Buy	+9,900	New	+$231K	0.01%	441
2018 Q1	–	Sell	-7,801	Closed	-$283K	–	584
2017 Q4	$283K	Buy	+7,801	New	+$272K	0.02%	461

Other funds holding VET

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LAII

LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Cerity Partners's VET Position: Q2 2025 in Review

Cerity Partners sold out of Vermilion Energy (VET) in Q2 2025, closing a stake of 11,194 shares — an estimated $90.7K sold.

Cerity Partners first reported a position in VET in Q4 2017 and held it in 11 quarters. The position peaked at $297K in Q3 2022. 140 funds tracked by Wall St. Rank hold VET as of Q2 2025.

Cerity Partners reported no remaining Vermilion Energy position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 11,194 Vermilion Energy shares in Q2 2025, an estimated $90.7K.
Cerity Partners first reported a position in Vermilion Energy in Q4 2017 and held it in 11 quarters.
Cerity Partners's Vermilion Energy position peaked at $297K in Q3 2022.
140 funds tracked by Wall St. Rank held Vermilion Energy as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.