Cerity Partners’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Cerity Partners’s Portfolio VFQY Stock Details VFQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$467K	Sell	2,743 -23	-0.8%	-$3.71K	﹤0.01%	2473
2026 Q1	$413K	Buy	2,766 +1,159	+72%	+$180K	﹤0.01%	2401
2025 Q4	$247K	Sell	1,607 -135	-8%	-$20.5K	﹤0.01%	2518
2025 Q3	$263K	Hold	1,742	–	–	﹤0.01%	2363
2025 Q2	$250K	Hold	1,742	–	–	﹤0.01%	2243
2025 Q1	$233K	Sell	1,742 -354	-17%	-$50.1K	﹤0.01%	2143
2024 Q4	$295K	Hold	2,096	–	–	﹤0.01%	2042
2024 Q3	$299K	Hold	2,096	–	–	﹤0.01%	2066
2024 Q2	$281K	Hold	2,096	–	–	﹤0.01%	1859
2024 Q1	$287K	Hold	2,096	–	–	﹤0.01%	1898
2023 Q4	$265K	Sell	2,096 -54	-3%	-$6.27K	﹤0.01%	1582
2023 Q3	$241K	Hold	2,150	–	–	﹤0.01%	1222
2023 Q2	$245K	Buy	+2,150	New	+$233K	﹤0.01%	1453

Other funds holding VFQY

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

BFP

Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return

Cerity Partners's VFQY Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard US Quality Factor ETF (VFQY) stake by 0.83% in Q2 2026, selling an estimated $3.71K and leaving 2,743 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Cerity Partners first reported a position in VFQY in Q2 2023 and has held it in 13 quarters since. 92 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

Cerity Partners held 2,743 shares of Vanguard US Quality Factor ETF worth $467K as of Q2 2026.
Cerity Partners sold 23 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $3.71K.
Vanguard US Quality Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2473 holding.
Cerity Partners first reported a position in Vanguard US Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
92 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

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