Cerity Partners
VGT icon

Cerity Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Cerity Partners’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240M Buy
2,005,312
+6,816
+0.3% +$746K 0.29% 70
2026
Q1 		$174M Sell
1,998,496
-16,960
-0.8% -$1.56M 0.25% 78
2025
Q4 		$190M Sell
2,015,456
-35,368
-2% -$3.36M 0.28% 71
2025
Q3 		$191M Sell
2,050,824
-12,080
-0.6% -$1.06M 0.31% 63
2025
Q2 		$171M Sell
2,062,904
-2,680
-0.1% -$195K 0.31% 67
2025
Q1 		$140M Sell
2,065,584
-67,304
-3% -$5.07M 0.28% 73
2024
Q4 		$166M Sell
2,132,888
-21,168
-1% -$1.63M 0.36% 55
2024
Q3 		$158M Buy
2,154,056
+111,944
+5% +$7.96M 0.35% 60
2024
Q2 		$147M Buy
2,042,112
+15,112
+0.7% +$1M 0.39% 52
2024
Q1 		$133M Sell
2,027,000
-2,288
-0.1% -$145K 0.35% 56
2023
Q4 		$123M Buy
2,029,288
+158,528
+8% +$8.83M 0.4% 52
2023
Q3 		$97M Sell
1,870,760
-156,888
-8% -$8.53M 0.47% 47
2023
Q2 		$112M Sell
2,027,648
-31,608
-2% -$1.59M 0.44% 51
2023
Q1 		$194M Buy
2,059,256
+1,737,712
+540% +$76.8M 0.46% 28
2022
Q4 		$80.3M Sell
321,544
-1,434,152
-82% -$58.5M 0.51% 42
2022
Q3 		$67.5M Buy
1,755,696
+45,440
+3% +$2M 0.81% 18
2022
Q2 		$69.7M Sell
1,710,256
-23,632
-1% -$1.06M 0.77% 17
2022
Q1 		$2.55M Buy
1,733,888
+71,968
+4% +$3.69M 0.04% 288
2021
Q4 		$2.13M Buy
1,661,920
+1,648,048
+11,880% +$90.5M 0.03% 307
2021
Q3 		$696K Hold
13,872
– – 0.02% 411
2021
Q2 		$691K Buy
+13,872
New +$654K 0.02% 414
2021
Q1 		– Sell
-8,400
Closed -$371K – 743
2020
Q4 		$371K Sell
8,400
-2,168
-21% -$89.2K 0.01% 470
2020
Q3 		$411K Sell
10,568
-2,672
-20% -$101K 0.02% 347
2020
Q2 		$461K Buy
13,240
+3,920
+42% +$122K 0.03% 289
2020
Q1 		$247K Sell
9,320
-10,480
-53% -$318K 0.02% 379
2019
Q4 		$606K Sell
19,800
-1,344
-6% -$38.5K 0.03% 308
2019
Q3 		$570K Hold
21,144
– – 0.03% 300
2019
Q2 		$557K Buy
21,144
+9,296
+78% +$240K 0.04% 302
2019
Q1 		$297K Buy
+11,848
New +$275K 0.02% 424

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners's VGT Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.34% in Q2 2026, buying an estimated $746K and bringing the position to 2,005,312 shares worth $240M. The position accounts for 0.29% of the portfolio, ranked #70.

Cerity Partners first reported a position in VGT in Q1 2019 and has held it in 29 quarters since. 2,189 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Cerity Partners held 2,005,312 shares of Vanguard Information Technology ETF worth $240M as of Q2 2026.
  • Cerity Partners bought 6,816 Vanguard Information Technology ETF shares in Q2 2026, an estimated $746K.
  • Vanguard Information Technology ETF made up 0.29% of Cerity Partners's portfolio in Q2 2026, its #70 holding.
  • Cerity Partners first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,189 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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