Cerity Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305M | Buy |
4,177,644
+841,434
| +25% | +$65.5M | 0.43% | 39 |
|
|
2025
Q4 | $271M | Sell |
3,336,210
-99,102
| -3% | -$8.04M | 0.4% | 44 |
|
|
2025
Q3 | $275M | Buy |
3,435,312
+1,067,826
| +45% | +$81.6M | 0.45% | 40 |
|
|
2025
Q2 | $173M | Buy |
2,367,486
+186,948
| +9% | +$12.3M | 0.31% | 64 |
|
|
2025
Q1 | $135M | Buy |
2,180,538
+70,416
| +3% | +$4.75M | 0.27% | 77 |
|
|
2024
Q4 | $144M | Buy |
2,110,122
+809,124
| +62% | +$54.4M | 0.31% | 66 |
|
|
2024
Q3 | $83.2M | Buy |
1,300,998
+66,108
| +5% | +$4.1M | 0.18% | 123 |
|
|
2024
Q2 | $77M | Buy |
1,234,890
+127,830
| +12% | +$7.45M | 0.2% | 110 |
|
|
2024
Q1 | $63.3M | Buy |
1,107,060
+162,120
| +17% | +$8.92M | 0.17% | 131 |
|
|
2023
Q4 | $49M | Buy |
944,940
+661,554
| +233% | +$31.9M | 0.16% | 135 |
|
|
2023
Q3 | $12.9M | Sell |
283,386
-476,856
| -63% | -$22.5M | 0.06% | 254 |
|
|
2023
Q2 | $35.9M | Buy |
760,242
+158,358
| +26% | +$6.87M | 0.14% | 145 |
|
|
2023
Q1 | $38.2M | Buy |
601,884
+2,466
| +0.4% | +$95.9K | 0.09% | 158 |
|
|
2022
Q4 | $21.3M | Buy |
599,418
+207,504
| +53% | +$7.63M | 0.14% | 156 |
|
|
2022
Q3 | $14M | Sell |
391,914
-6,612
| -2% | -$266K | 0.17% | 122 |
|
|
2022
Q2 | $14.8M | Sell |
398,526
-61,422
| -13% | -$2.52M | 0.16% | 130 |
|
|
2022
Q1 | $20.1M | Buy |
459,948
+437,688
| +1,966% | +$20.7M | 0.31% | 66 |
|
|
2021
Q4 | $19.7M | Sell |
22,260
-318,888
| -93% | -$16.6M | 0.3% | 61 |
|
|
2021
Q3 | $16.5M | Buy |
341,148
+11,664
| +4% | +$580K | 0.36% | 57 |
|
|
2021
Q2 | $15.8M | Sell |
329,484
-98,646
| -23% | -$4.48M | 0.34% | 60 |
|
|
2021
Q1 | $18.3M | Buy |
428,130
+137,562
| +47% | +$5.89M | 0.44% | 50 |
|
|
2020
Q4 | $12.3M | Sell |
290,568
-27,816
| -9% | -$1.11M | 0.39% | 52 |
|
|
2020
Q3 | $12.1M | Sell |
318,384
-433,914
| -58% | -$16M | 0.5% | 41 |
|
|
2020
Q2 | $25.3M | Sell |
752,298
-165,714
| -18% | -$5.1M | 1.4% | 11 |
|
|
2020
Q1 | $24M | Buy |
918,012
+393,090
| +75% | +$11.8M | 1.51% | 10 |
|
|
2019
Q4 | $15.9M | Buy |
524,922
+78,312
| +18% | +$2.26M | 0.81% | 19 |
|
|
2019
Q3 | $12.4M | Sell |
446,610
-197,076
| -31% | -$5.47M | 0.73% | 27 |
|
|
2019
Q2 | $17.5M | Buy |
643,686
+500,292
| +349% | +$13.4M | 1.11% | 14 |
|
|
2019
Q1 | $3.74M | Sell |
143,394
-80,802
| -36% | -$1.99M | 0.25% | 83 |
|
|
2018
Q4 | $5.02M | Buy |
224,196
+145,842
| +186% | +$3.53M | 0.34% | 64 |
|
|
2018
Q3 | $2.1M | Buy |
78,354
+1,488
| +2% | +$38.9K | 0.15% | 156 |
|
|
2018
Q2 | $1.92M | Buy |
76,866
+15,864
| +26% | +$389K | 0.14% | 156 |
|
|
2018
Q1 | $1.44M | Buy |
61,002
+3,102
| +5% | +$75.6K | 0.11% | 189 |
|
|
2017
Q4 | $1.36M | Buy |
57,900
+2,160
| +4% | +$49.6K | 0.09% | 199 |
|
|
2017
Q3 | $1.23M | Buy |
+55,740
| New | +$1.21M | 0.09% | 203 |
|
|
2017
Q2 | – | Sell |
-47,982
| Closed | -$973K | – | 443 |
|
|
2017
Q1 | $973K | Buy |
+47,982
| New | +$947K | 0.08% | 190 |
|
Other funds holding VUG
EWA
Cerity Partners's VUG Position: Q1 2026 in Review
Cerity Partners increased its Vanguard Growth ETF (VUG) stake by 25% in Q1 2026, buying an estimated $65.5M and bringing the position to 4,177,644 shares worth $305M. The position accounts for 0.43% of the portfolio, ranked #39.
Cerity Partners first reported a position in VUG in Q1 2017 and has held it in 36 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Cerity Partners held 4,177,644 shares of Vanguard Growth ETF worth $305M as of Q1 2026.
- Cerity Partners bought 841,434 Vanguard Growth ETF shares in Q1 2026, an estimated $65.5M.
- Vanguard Growth ETF made up 0.43% of Cerity Partners's portfolio in Q1 2026, its #39 holding.
- Cerity Partners first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 36 quarters since.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.