Cerity Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
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
EWA
TCIIS
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. 1,203 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.
- 1,203 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.