Cerity Partners
VTI icon

Cerity Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cerity Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$828M Buy
2,416,651
+432,445
+22% +$155M 1% 17
2026
Q1 		$637M Buy
1,984,206
+108,198
+6% +$36.3M 0.9% 18
2025
Q4 		$629M Buy
1,876,008
+165,135
+10% +$54.9M 0.92% 19
2025
Q3 		$561M Buy
1,710,873
+39,671
+2% +$12.5M 0.91% 18
2025
Q2 		$508M Buy
1,671,202
+40,323
+2% +$11.3M 0.91% 18
2025
Q1 		$448M Buy
1,630,879
+56,878
+4% +$16.5M 0.91% 19
2024
Q4 		$456M Buy
1,574,001
+365,636
+30% +$107M 0.99% 14
2024
Q3 		$342M Sell
1,208,365
-234,494
-16% -$64M 0.76% 22
2024
Q2 		$386M Buy
1,442,859
+377,415
+35% +$97.7M 1.02% 16
2024
Q1 		$277M Sell
1,065,444
-4,444,686
-81% -$1.1B 0.73% 20
2023
Q4 		$243M Buy
5,510,130
+4,665,993
+553% +$1.03B 0.8% 18
2023
Q3 		$179M Sell
844,137
-71,747
-8% -$15.9M 0.87% 20
2023
Q2 		$202M Buy
915,884
+522,823
+133% +$109M 0.79% 21
2023
Q1 		$160M Buy
393,061
+193,617
+97% +$38.8M 0.38% 37
2022
Q4 		$55.6M Buy
199,444
+31,358
+19% +$6.04M 0.36% 68
2022
Q3 		$30.2M Buy
168,086
+9,986
+6% +$1.99M 0.36% 56
2022
Q2 		$29.8M Buy
158,100
+57,930
+58% +$11.9M 0.33% 64
2022
Q1 		$10.4M Buy
100,170
+17,463
+21% +$3.93M 0.16% 119
2021
Q4 		$14.5M Buy
82,707
+61,651
+293% +$14.6M 0.22% 90
2021
Q3 		$4.68M Sell
21,056
-284
-1% -$64.8K 0.1% 164
2021
Q2 		$4.75M Buy
21,340
+3,443
+19% +$747K 0.1% 163
2021
Q1 		$3.7M Buy
17,897
+5,301
+42% +$1.07M 0.09% 175
2020
Q4 		$2.45M Buy
12,596
+3,368
+36% +$616K 0.08% 186
2020
Q3 		$1.57M Buy
9,228
+100
+1% +$16.8K 0.06% 199
2020
Q2 		$1.43M Sell
9,128
-3,932
-30% -$580K 0.08% 164
2020
Q1 		$1.68M Buy
13,060
+3,617
+38% +$559K 0.11% 144
2019
Q4 		$1.54M Buy
9,443
+1,392
+17% +$218K 0.08% 186
2019
Q3 		$1.22M Sell
8,051
-872
-10% -$131K 0.07% 229
2019
Q2 		$1.34M Sell
8,923
-864
-9% -$127K 0.08% 196
2019
Q1 		$1.42M Buy
9,787
+2,089
+27% +$291K 0.1% 196
2018
Q4 		$983K Buy
7,698
+61
+0.8% +$8.42K 0.07% 229
2018
Q3 		$1.14M Sell
7,637
-150
-2% -$22.1K 0.08% 231
2018
Q2 		$1.09M Buy
7,787
+1,140
+17% +$159K 0.08% 230
2018
Q1 		$902K Sell
6,647
-282
-4% -$39.5K 0.07% 241
2017
Q4 		$951K Sell
6,929
-40
-0.6% -$5.35K 0.06% 243
2017
Q3 		$903K Buy
+6,969
New +$883K 0.06% 244
2017
Q2 		– Sell
-6,523
Closed -$791K – 441
2017
Q1 		$791K Buy
+6,523
New +$781K 0.07% 210

Other funds holding VTI

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's VTI Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $155M and bringing the position to 2,416,651 shares worth $828M. The position accounts for 1% of the portfolio, ranked #17.

Cerity Partners first reported a position in VTI in Q1 2017 and has held it in 37 quarters since. 3,433 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cerity Partners held 2,416,651 shares of Vanguard Morningstar Total Stock Market ETF worth $828M as of Q2 2026.
  • Cerity Partners bought 432,445 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $155M.
  • Vanguard Morningstar Total Stock Market ETF made up 1% of Cerity Partners's portfolio in Q2 2026, its #17 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 37 quarters since.
  • 3,433 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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