Cerity Partners
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Cerity Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cerity Partners’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7M Buy
94,783
+30,876
+48% +$5.97M 0.02% 505
2026
Q1 		$11.8M Buy
63,907
+34,322
+116% +$6.41M 0.02% 619
2025
Q4 		$5.25M Buy
29,585
+2,749
+10% +$481K 0.01% 897
2025
Q3 		$4.68M Buy
26,836
+1,381
+5% +$235K 0.01% 885
2025
Q2 		$4.19M Sell
25,455
-1,134
-4% -$180K 0.01% 891
2025
Q1 		$4.27M Buy
26,589
+369
+1% +$60.3K 0.01% 792
2024
Q4 		$4.24M Buy
26,220
+2,763
+12% +$466K 0.01% 778
2024
Q3 		$3.93M Buy
23,457
+1,323
+6% +$210K 0.01% 810
2024
Q2 		$3.33M Buy
22,134
+3,231
+17% +$490K 0.01% 726
2024
Q1 		$2.93M Buy
18,903
+1,210
+7% +$178K 0.01% 821
2023
Q4 		$2.57M Buy
17,693
+8,702
+97% +$1.17M 0.01% 694
2023
Q3 		$1.18M Sell
8,991
-6,869
-43% -$951K 0.01% 710
2023
Q2 		$2.2M Sell
15,860
-580
-4% -$77.3K 0.01% 700
2023
Q1 		$42.5M Buy
16,440
+4,414
+37% +$612K 0.1% 144
2022
Q4 		$1.63M Buy
12,026
+5,845
+95% +$784K 0.01% 566
2022
Q3 		$753K Sell
6,181
-396
-6% -$53.6K 0.01% 576
2022
Q2 		$813K Buy
6,577
+1,645
+33% +$233K 0.01% 602
2022
Q1 		$738K Buy
4,932
+29
+0.6% +$4.26K 0.01% 501
2021
Q4 		$737K Buy
4,903
+1,855
+61% +$272K 0.01% 498
2021
Q3 		$426K Buy
3,048
+28
+0.9% +$3.98K 0.01% 497
2021
Q2 		$424K Buy
3,020
+716
+31% +$101K 0.01% 507
2021
Q1 		$311K Sell
2,304
-235
-9% -$30.1K 0.01% 547
2020
Q4 		$302K Buy
2,539
+250
+11% +$28K 0.01% 518
2020
Q3 		$232K Sell
2,289
-401
-15% -$40.6K 0.01% 441
2020
Q2 		$258K Buy
+2,690
New +$247K 0.01% 372
2020
Q1 		– Sell
-30,101
Closed -$3.59M – 524
2019
Q4 		$3.59M Buy
30,101
+1,886
+7% +$217K 0.18% 98
2019
Q3 		$3.19M Buy
28,215
+8,134
+41% +$904K 0.19% 121
2019
Q2 		$2.24M Buy
20,081
+5,007
+33% +$548K 0.14% 145
2019
Q1 		$1.63M Buy
15,074
+2,754
+22% +$289K 0.11% 184
2018
Q4 		$1.17M Buy
12,320
+8,828
+253% +$927K 0.08% 206
2018
Q3 		$395K Buy
+3,492
New +$397K 0.03% 370

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cerity Partners's VOE Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 48% in Q2 2026, buying an estimated $5.97M and bringing the position to 94,783 shares worth $18.7M. The position accounts for 0.02% of the portfolio, ranked #505.

Cerity Partners first reported a position in VOE in Q3 2018 and has held it in 31 quarters since. The position peaked at $42.5M in Q1 2023. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Cerity Partners held 94,783 shares of Vanguard Morningstar Mid-Cap Value ETF worth $18.7M as of Q2 2026.
  • Cerity Partners bought 30,876 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.97M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #505 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2018 and has held it in 31 quarters since.
  • Cerity Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $42.5M in Q1 2023.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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