Cerity Partners
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Cerity Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Cerity Partners’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.9M Buy
630,139
+13,305
+2% +$2.03M 0.12% 157
2026
Q1 		$85.3M Buy
616,834
+7,110
+1% +$1.02M 0.12% 159
2025
Q4 		$86M Sell
609,724
-567
-0.1% -$79.3K 0.13% 156
2025
Q3 		$84.1M Buy
610,291
+252,245
+70% +$33.5M 0.14% 145
2025
Q2 		$46M Buy
358,046
+11,097
+3% +$1.33M 0.08% 205
2025
Q1 		$40.2M Buy
346,949
+39,844
+13% +$4.77M 0.08% 215
2024
Q4 		$36.1M Sell
307,105
-62,262
-17% -$7.47M 0.08% 210
2024
Q3 		$44.2M Buy
369,367
+9,735
+3% +$1.12M 0.1% 189
2024
Q2 		$40.5M Buy
359,632
+123,537
+52% +$13.6M 0.11% 173
2024
Q1 		$25.9M Sell
236,095
-1,038
-0.4% -$110K 0.07% 254
2023
Q4 		$24.4M Buy
237,133
+33,044
+16% +$3.18M 0.08% 219
2023
Q3 		$19M Buy
204,089
+65,031
+47% +$6.31M 0.09% 196
2023
Q2 		$13.5M Sell
139,058
-53,715
-28% -$5.04M 0.05% 308
2023
Q1 		$17.8M Sell
192,773
-36,872
-16% -$3.34M 0.04% 251
2022
Q4 		$19.8M Buy
229,645
+92,216
+67% +$7.88M 0.13% 168
2022
Q3 		$10.8M Sell
137,429
-1,055
-0.8% -$92.7K 0.13% 146
2022
Q2 		$11.8M Buy
138,484
+61,348
+80% +$5.67M 0.13% 149
2022
Q1 		$7.81M Sell
77,136
-22,490
-23% -$2.28M 0.12% 146
2021
Q4 		$10.9M Buy
+99,626
New +$10.6M 0.17% 114

Other funds holding VT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Cerity Partners's VT Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Total World Stock ETF (VT) stake by 2.2% in Q2 2026, buying an estimated $2.03M and bringing the position to 630,139 shares worth $98.9M. The position accounts for 0.12% of the portfolio, ranked #157.

Cerity Partners first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,215 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cerity Partners held 630,139 shares of Vanguard Total World Stock ETF worth $98.9M as of Q2 2026.
  • Cerity Partners bought 13,305 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Total World Stock ETF made up 0.12% of Cerity Partners's portfolio in Q2 2026, its #157 holding.
  • Cerity Partners first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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