Cerity Partners
VTWO icon

Cerity Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Cerity Partners’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.7M Sell
140,306
-3,582
-2% -$425K 0.02% 574
2026
Q2 		$17.5M Sell
143,888
-5,208
-3% -$591K 0.02% 526
2026
Q1 		$14.9M Buy
149,096
+54,743
+58% +$5.71M 0.02% 530
2025
Q4 		$9.39M Sell
94,353
-1,874
-2% -$186K 0.01% 668
2025
Q3 		$9.41M Sell
96,227
-9,974
-9% -$926K 0.02% 605
2025
Q2 		$9.26M Sell
106,201
-20,823
-16% -$1.69M 0.02% 567
2025
Q1 		$10.2M Sell
127,024
-31,724
-20% -$2.78M 0.02% 484
2024
Q4 		$14.2M Sell
158,748
-251
-0.2% -$23.2K 0.03% 394
2024
Q3 		$14.2M Sell
158,999
-35,718
-18% -$3.09M 0.03% 393
2024
Q2 		$16M Sell
194,717
-27,520
-12% -$2.25M 0.04% 314
2024
Q1 		$18.9M Buy
222,237
+37,135
+20% +$2.99M 0.05% 308
2023
Q4 		$15M Buy
185,102
+82,550
+80% +$5.98M 0.05% 299
2023
Q3 		$7.33M Sell
102,552
-19,142
-16% -$1.45M 0.04% 347
2023
Q2 		$9.2M Buy
121,694
+51,680
+74% +$3.72M 0.04% 357
2023
Q1 		$5.05M Buy
70,014
+19,275
+38% +$1.43M 0.01% 499
2022
Q4 		$3.57M Buy
50,739
+31,392
+162% +$2.26M 0.02% 422
2022
Q3 		$1.29M Buy
19,347
+1,532
+9% +$113K 0.02% 454
2022
Q2 		$1.22M Buy
17,815
+3,810
+27% +$284K 0.01% 510
2022
Q1 		$1.16M Buy
14,005
+11,561
+473% +$951K 0.02% 420
2021
Q4 		$1.1M Sell
2,444
-6,909
-74% -$631K 0.02% 423
2021
Q3 		$827K Buy
9,353
+5
+0.1% +$448 0.02% 386
2021
Q2 		$865K Buy
9,348
+1,118
+14% +$102K 0.02% 383
2021
Q1 		$734K Buy
8,230
+916
+13% +$80.7K 0.02% 383
2020
Q4 		$579K Buy
7,314
+4
+0.1% +$283 0.02% 382
2020
Q3 		$442K Sell
7,310
-908
-11% -$55.1K 0.02% 338
2020
Q2 		$474K Buy
8,218
+474
+6% +$25.1K 0.03% 283
2020
Q1 		$357K Buy
7,744
+1,900
+33% +$114K 0.02% 319
2019
Q4 		$389K Buy
5,844
+44
+0.8% +$2.8K 0.02% 380
2019
Q3 		$353K Sell
5,800
-3,492
-38% -$214K 0.02% 368
2019
Q2 		$580K Buy
+9,292
New +$576K 0.04% 299

Other funds holding VTWO

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cerity Partners's VTWO Position: Q3 2026 in Review

Cerity Partners reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.5% in Q3 2026, selling an estimated $425K and leaving 140,306 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #574.

Cerity Partners first reported a position in VTWO in Q2 2019 and has held it in 30 quarters since. The position peaked at $18.9M in Q1 2024. 657 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Cerity Partners held 140,306 shares of Vanguard Russell 2000 ETF worth $15.7M as of Q3 2026.
  • Cerity Partners sold 3,582 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $425K.
  • Vanguard Russell 2000 ETF made up 0.02% of Cerity Partners's portfolio in Q3 2026, its #574 holding.
  • Cerity Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2019 and has held it in 30 quarters since.
  • Cerity Partners's Vanguard Russell 2000 ETF position peaked at $18.9M in Q1 2024.
  • 657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.