Cerity Partners

Cerity Partners’s Vanguard Utilities ETF VPU Stock Holding History

Cerity Partners’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12M	Buy	60,478 +679	+1%	+$132K	0.02%	612
2025 Q4	$11.1M	Sell	59,799 -447	-0.7%	-$85.8K	0.02%	599
2025 Q3	$11.4M	Buy	60,246 +697	+1%	+$128K	0.02%	533
2025 Q2	$10.5M	Buy	59,549 +2,626	+5%	+$453K	0.02%	512
2025 Q1	$9.72M	Sell	56,923 -935	-2%	-$158K	0.02%	495
2024 Q4	$9.46M	Sell	57,858 -661	-1%	-$113K	0.02%	496
2024 Q3	$10.2M	Sell	58,519 -2,110	-3%	-$339K	0.02%	484
2024 Q2	$8.97M	Buy	60,629 +1,109	+2%	+$165K	0.02%	450
2024 Q1	$8.6M	Sell	59,520 -2,665	-4%	-$360K	0.02%	497
2023 Q4	$8.52M	Sell	62,185 -1,444	-2%	-$191K	0.03%	403
2023 Q3	$8.12M	Buy	63,629 +2,936	+5%	+$411K	0.04%	334
2023 Q2	$8.63M	Buy	60,693 +8,122	+15%	+$1.19M	0.03%	372
2023 Q1	$7.76M	Buy	52,571 +49,194	+1,457%	+$7.28M	0.02%	397
2022 Q4	$518K	Buy	+3,377	New	+$500K	﹤0.01%	936

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return