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
Q3 		$56M Sell
442,336
-599
-0.1% -$80.4K 0.06% 245
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cerity Partners's VIOO Position: Q3 2026 in Review

Cerity Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.14% in Q3 2026, selling an estimated $80.4K and leaving 442,336 shares worth $56M. The position accounts for 0.06% of the portfolio, ranked #245.

Cerity Partners first reported a position in VIOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $60.9M in Q2 2026. 346 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Cerity Partners held 442,336 shares of Vanguard S&P Small-Cap 600 ETF worth $56M as of Q3 2026.
  • Cerity Partners sold 599 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $80.4K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.06% of Cerity Partners's portfolio in Q3 2026, its #245 holding.
  • Cerity Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $60.9M in Q2 2026.
  • 346 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.