Cerity Partners
VIS icon

Cerity Partners’s Vanguard Industrials ETF VIS Stock Holding History

Cerity Partners’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Sell
7,334
-1,561
-18% -$529K ﹤0.01% 1435
2026
Q1 		$2.78M Buy
8,895
+779
+10% +$253K ﹤0.01% 1300
2025
Q4 		$2.42M Buy
8,116
+295
+4% +$87.6K ﹤0.01% 1290
2025
Q3 		$2.32M Buy
7,821
+244
+3% +$70.7K ﹤0.01% 1225
2025
Q2 		$2.12M Buy
7,577
+341
+5% +$88.1K ﹤0.01% 1188
2025
Q1 		$1.79M Sell
7,236
-1,538
-18% -$398K ﹤0.01% 1175
2024
Q4 		$2.23M Buy
8,774
+1,776
+25% +$473K ﹤0.01% 1058
2024
Q3 		$1.82M Sell
6,998
-878
-11% -$215K ﹤0.01% 1132
2024
Q2 		$1.85M Buy
7,876
+4,553
+137% +$1.08M ﹤0.01% 943
2024
Q1 		$797K Sell
3,323
-2,184
-40% -$496K ﹤0.01% 1379
2023
Q4 		$1.21M Sell
5,507
-211
-4% -$42.5K ﹤0.01% 919
2023
Q3 		$1.11M Buy
5,718
+3,714
+185% +$762K 0.01% 727
2023
Q2 		$412K Sell
2,004
-10,689
-84% -$2.04M ﹤0.01% 1266
2023
Q1 		$2.42M Buy
12,693
+535
+4% +$102K 0.01% 668
2022
Q4 		$2.22M Buy
12,158
+2,053
+20% +$367K 0.01% 512
2022
Q3 		$1.59M Buy
+10,105
New +$1.76M 0.02% 413

Other funds holding VIS

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's VIS Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Industrials ETF (VIS) stake by 18% in Q2 2026, selling an estimated $529K and leaving 7,334 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Cerity Partners first reported a position in VIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.78M in Q1 2026. 596 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Cerity Partners held 7,334 shares of Vanguard Industrials ETF worth $2.64M as of Q2 2026.
  • Cerity Partners sold 1,561 Vanguard Industrials ETF shares in Q2 2026, an estimated $529K.
  • Vanguard Industrials ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1435 holding.
  • Cerity Partners first reported a position in Vanguard Industrials ETF in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's Vanguard Industrials ETF position peaked at $2.78M in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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