Cerity Partners
VIOO icon

Cerity Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Cerity Partners’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.9M Sell
442,935
-3,812
-0.9% -$484K 0.07% 218
2026
Q1 		$51.3M Sell
446,747
-3,761
-0.8% -$441K 0.07% 236
2025
Q4 		$50M Sell
450,508
-2,326
-0.5% -$259K 0.07% 235
2025
Q3 		$50M Buy
452,834
+50,093
+12% +$5.34M 0.08% 209
2025
Q2 		$40.8M Sell
402,741
-2,131
-0.5% -$204K 0.07% 224
2025
Q1 		$39.1M Buy
404,872
+1,494
+0.4% +$155K 0.08% 218
2024
Q4 		$42.8M Sell
403,378
-18,100
-4% -$2M 0.09% 188
2024
Q3 		$45.6M Buy
421,478
+2,850
+0.7% +$297K 0.1% 184
2024
Q2 		$41.1M Sell
418,628
-11,880
-3% -$1.17M 0.11% 171
2024
Q1 		$43.7M Buy
430,508
+31
+0% +$3.01K 0.12% 177
2023
Q4 		$42.7M Buy
430,477
+423,267
+5,871% +$37.7M 0.14% 145
2023
Q3 		$630K Sell
7,210
-464,164
-98% -$42.8M ﹤0.01% 890
2023
Q2 		$43.3M Buy
471,374
+11,032
+2% +$966K 0.17% 129
2023
Q1 		$40.9M Buy
460,342
+314
+0.1% +$28.8K 0.1% 148
2022
Q4 		$39.9M Buy
+460,028
New +$40.8M 0.26% 86
2022
Q3 		– Sell
-454,510
Closed -$38.6M – 1270
2022
Q2 		$38.6M Sell
454,510
-4,392
-1% -$401K 0.43% 50
2022
Q1 		$45.4M Sell
458,902
-1,274
-0.3% -$126K 0.71% 27
2021
Q4 		$48.3M Buy
+460,176
New +$48.3M 0.74% 25

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's VIOO Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.85% in Q2 2026, selling an estimated $484K and leaving 442,935 shares worth $60.9M. The position accounts for 0.07% of the portfolio, ranked #218.

Cerity Partners first reported a position in VIOO in Q4 2021 and has held it in 18 quarters since. 382 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Cerity Partners held 442,935 shares of Vanguard S&P Small-Cap 600 ETF worth $60.9M as of Q2 2026.
  • Cerity Partners sold 3,812 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $484K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #218 holding.
  • Cerity Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 18 quarters since.
  • 382 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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