Cerity Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $384M | Buy |
5,328,036
+859,584
| +19% | +$63.9M | 0.54% | 31 |
|
|
2025
Q4 | $325M | Buy |
4,468,452
+696,264
| +18% | +$50.6M | 0.47% | 36 |
|
|
2025
Q3 | $277M | Buy |
3,772,188
+86,300
| +2% | +$6.2M | 0.45% | 39 |
|
|
2025
Q2 | $258M | Buy |
3,685,888
+515,692
| +16% | +$33.9M | 0.46% | 38 |
|
|
2025
Q1 | $205M | Buy |
3,170,196
+283,808
| +10% | +$19M | 0.42% | 46 |
|
|
2024
Q4 | $191M | Buy |
2,886,388
+186,076
| +7% | +$12.6M | 0.41% | 47 |
|
|
2024
Q3 | $178M | Buy |
2,700,312
+593,352
| +28% | +$37.3M | 0.39% | 49 |
|
|
2024
Q2 | $128M | Buy |
2,106,960
+240,656
| +13% | +$14.6M | 0.34% | 59 |
|
|
2024
Q1 | $116M | Sell |
1,866,304
-23,136,060
| -93% | -$1.37B | 0.31% | 66 |
|
|
2023
Q4 | $112M | Buy |
25,002,364
+23,351,832
| +1,415% | +$1.25B | 0.37% | 58 |
|
|
2023
Q3 | $85.9M | Buy |
1,650,532
+182,280
| +12% | +$10M | 0.42% | 57 |
|
|
2023
Q2 | $80.8M | Buy |
1,468,252
+611,268
| +71% | +$32M | 0.31% | 70 |
|
|
2023
Q1 | $55.8M | Buy |
856,984
+127,224
| +17% | +$6.77M | 0.13% | 118 |
|
|
2022
Q4 | $37.7M | Buy |
729,760
+570,560
| +358% | +$29.1M | 0.24% | 93 |
|
|
2022
Q3 | $7.48M | Buy |
159,200
+1,372
| +0.9% | +$71.7K | 0.09% | 194 |
|
|
2022
Q2 | $7.75M | Buy |
157,828
+13,404
| +9% | +$724K | 0.09% | 199 |
|
|
2022
Q1 | $7.93M | Buy |
144,424
+140,236
| +3,349% | +$8.23M | 0.12% | 145 |
|
|
2021
Q4 | $4.74M | Sell |
4,188
-50,564
| -92% | -$3.17M | 0.07% | 210 |
|
|
2021
Q3 | $3.24M | Buy |
54,752
+5,284
| +11% | +$319K | 0.07% | 202 |
|
|
2021
Q2 | $2.94M | Buy |
49,468
+1,196
| +2% | +$69.3K | 0.06% | 220 |
|
|
2021
Q1 | $2.67M | Sell |
48,272
-224
| -0.5% | -$12.2K | 0.06% | 218 |
|
|
2020
Q4 | $2.51M | Sell |
48,496
-844
| -2% | -$40.9K | 0.08% | 184 |
|
|
2020
Q3 | $2.17M | Buy |
49,340
+1,420
| +3% | +$61.9K | 0.09% | 161 |
|
|
2020
Q2 | $1.96M | Buy |
47,920
+6,620
| +16% | +$254K | 0.11% | 137 |
|
|
2020
Q1 | $1.36M | Buy |
41,300
+8,676
| +27% | +$359K | 0.09% | 164 |
|
|
2019
Q4 | $1.45M | Sell |
32,624
-5,624
| -15% | -$241K | 0.07% | 196 |
|
|
2019
Q3 | $1.6M | Buy |
38,248
+3,996
| +12% | +$167K | 0.09% | 193 |
|
|
2019
Q2 | $1.43M | Sell |
34,252
-164
| -0.5% | -$6.71K | 0.09% | 193 |
|
|
2019
Q1 | $1.38M | Sell |
34,416
-19,640
| -36% | -$755K | 0.09% | 200 |
|
|
2018
Q4 | $1.87M | Buy |
54,056
+7,728
| +17% | +$290K | 0.13% | 164 |
|
|
2018
Q3 | $1.9M | Buy |
46,328
+5,360
| +13% | +$219K | 0.13% | 172 |
|
|
2018
Q2 | $1.61M | Buy |
40,968
+14,620
| +55% | +$574K | 0.12% | 178 |
|
|
2018
Q1 | $1.02M | Buy |
26,348
+21,068
| +399% | +$830K | 0.08% | 225 |
|
|
2017
Q4 | $204K | Buy |
+5,280
| New | +$199K | 0.01% | 532 |
|
Other funds holding VO
Cerity Partners's VO Position: Q1 2026 in Review
Cerity Partners increased its Vanguard Mid-Cap ETF (VO) stake by 19% in Q1 2026, buying an estimated $63.9M and bringing the position to 5,328,036 shares worth $384M. The position accounts for 0.54% of the portfolio, ranked #31.
Cerity Partners first reported a position in VO in Q4 2017 and has held it in 34 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Cerity Partners held 5,328,036 shares of Vanguard Mid-Cap ETF worth $384M as of Q1 2026.
- Cerity Partners bought 859,584 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $63.9M.
- Vanguard Mid-Cap ETF made up 0.54% of Cerity Partners's portfolio in Q1 2026, its #31 holding.
- Cerity Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.