Cerity Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cerity Partners’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234M	Buy	988,361 +54,742	+6%	+$12.6M	0.28%	72
2026 Q1	$201M	Buy	933,619 +75,921	+9%	+$16.9M	0.28%	67
2025 Q4	$189M	Buy	857,698 +188,735	+28%	+$41.2M	0.27%	72
2025 Q3	$144M	Buy	668,963 +17,510	+3%	+$3.68M	0.23%	86
2025 Q2	$133M	Buy	651,453 +20,401	+3%	+$3.95M	0.24%	89
2025 Q1	$122M	Sell	631,052 -7,825	-1%	-$1.56M	0.25%	88
2024 Q4	$125M	Buy	638,877 +54,938	+9%	+$11M	0.27%	79
2024 Q3	$116M	Buy	583,939 +2,088	+0.4%	+$398K	0.26%	82
2024 Q2	$106M	Buy	581,851 +34,771	+6%	+$6.26M	0.28%	74
2024 Q1	$99.5M	Buy	547,080 +686	+0.1%	+$121K	0.26%	79
2023 Q4	$93.1M	Buy	546,394 +43,061	+9%	+$6.93M	0.31%	72
2023 Q3	$78.2M	Buy	503,333 +116,037	+30%	+$18.8M	0.38%	65
2023 Q2	$62.9M	Buy	387,296 +11,161	+3%	+$1.75M	0.25%	94
2023 Q1	$57.9M	Buy	376,135 +76,430	+26%	+$11.7M	0.14%	113
2022 Q4	$45.5M	Buy	299,705 +231,327	+338%	+$34.5M	0.29%	80
2022 Q3	$9.24M	Buy	68,378 +15	+0%	+$2.23K	0.11%	165
2022 Q2	$9.8M	Buy	68,363 +43,169	+171%	+$6.57M	0.11%	167
2022 Q1	$2.66M	Buy	25,194 +14,970	+146%	+$2.42M	0.04%	279
2021 Q4	$2.48M	Sell	10,224 -2,941	-22%	-$485K	0.04%	288
2021 Q3	$2.02M	Sell	13,165 -542	-4%	-$86.4K	0.04%	262
2021 Q2	$2.12M	Buy	13,707 +1,778	+15%	+$273K	0.05%	252
2021 Q1	$1.75M	Buy	11,929 +1,334	+13%	+$190K	0.04%	273
2020 Q4	$1.5M	Sell	10,595 -1,177	-10%	-$160K	0.05%	248
2020 Q3	$1.51M	Sell	11,772 -80	-0.7%	-$10.1K	0.06%	202
2020 Q2	$1.39M	Buy	11,852 +1,878	+19%	+$214K	0.08%	167
2020 Q1	$1.03M	Buy	9,974 +385	+4%	+$45.9K	0.06%	198
2019 Q4	$1.2M	Buy	9,589 +611	+7%	+$73.9K	0.06%	221
2019 Q3	$1.07M	Sell	8,978 -421	-4%	-$49.7K	0.06%	241
2019 Q2	$1.08M	Buy	9,399 +3,479	+59%	+$390K	0.07%	224
2019 Q1	$649K	Sell	5,920 -1,636	-22%	-$172K	0.04%	292
2018 Q4	$740K	Buy	7,556 +1,545	+26%	+$161K	0.05%	263
2018 Q3	$665K	Hold	6,011	–	–	0.05%	293
2018 Q2	$611K	Hold	6,011	–	–	0.05%	296
2018 Q1	$607K	Buy	6,011 +935	+18%	+$96.9K	0.05%	302
2017 Q4	$518K	Buy	5,076 +1,750	+53%	+$172K	0.03%	333
2017 Q3	$315K	Sell	3,326 -32,154	-91%	-$3M	0.02%	425
2017 Q2	$530K	Buy	35,480 +32,219	+988%	+$2.96M	0.04%	224
2017 Q1	$293K	Buy	+3,261	New	+$289K	0.02%	340

Other funds holding VIG

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners's VIG Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.9% in Q2 2026, buying an estimated $12.6M and bringing the position to 988,361 shares worth $234M. The position accounts for 0.28% of the portfolio, ranked #72.

Cerity Partners first reported a position in VIG in Q1 2017 and has held it in 38 quarters since. 2,439 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cerity Partners held 988,361 shares of Vanguard Dividend Appreciation ETF worth $234M as of Q2 2026.
Cerity Partners bought 54,742 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $12.6M.
Vanguard Dividend Appreciation ETF made up 0.28% of Cerity Partners's portfolio in Q2 2026, its #72 holding.
Cerity Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 38 quarters since.
2,439 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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