Cerity Partners
VFH icon

Cerity Partners’s Vanguard Financials ETF VFH Stock Holding History

Cerity Partners’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.48M Sell
72,024
-7,379
-9% -$942K 0.01% 799
2026
Q1 		$9.59M Buy
79,403
+46,872
+144% +$5.98M 0.01% 710
2025
Q4 		$4.34M Buy
32,531
+7,907
+32% +$1.03M 0.01% 979
2025
Q3 		$3.23M Buy
24,624
+1,888
+8% +$244K 0.01% 1073
2025
Q2 		$2.89M Buy
22,736
+1,759
+8% +$210K 0.01% 1048
2025
Q1 		$2.51M Buy
20,977
+859
+4% +$105K 0.01% 1011
2024
Q4 		$2.37M Buy
20,118
+3,746
+23% +$443K 0.01% 1027
2024
Q3 		$1.8M Sell
16,372
-5,507
-25% -$584K ﹤0.01% 1137
2024
Q2 		$2.19M Buy
21,879
+12,222
+127% +$1.22M 0.01% 874
2024
Q1 		$989K Buy
9,657
+400
+4% +$38.4K ﹤0.01% 1286
2023
Q4 		$854K Buy
9,257
+2,101
+29% +$177K ﹤0.01% 1047
2023
Q3 		$575K Buy
+7,156
New +$598K ﹤0.01% 929
2023
Q2 		– Sell
-11,587
Closed -$3.63M – 1963
2023
Q1 		$3.63M Sell
11,587
-2,511
-18% -$212K 0.01% 557
2022
Q4 		$1.17M Buy
+14,098
New +$1.16M 0.01% 655

Other funds holding VFH

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's VFH Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Financials ETF (VFH) stake by 9.3% in Q2 2026, selling an estimated $942K and leaving 72,024 shares worth $9.48M. The position accounts for 0.01% of the portfolio, ranked #799.

Cerity Partners first reported a position in VFH in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.59M in Q1 2026. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Cerity Partners held 72,024 shares of Vanguard Financials ETF worth $9.48M as of Q2 2026.
  • Cerity Partners sold 7,379 Vanguard Financials ETF shares in Q2 2026, an estimated $942K.
  • Vanguard Financials ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #799 holding.
  • Cerity Partners first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 14 quarters since.
  • Cerity Partners's Vanguard Financials ETF position peaked at $9.59M in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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