Cerity Partners
VV icon

Cerity Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cerity Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.6M Sell
211,164
-1,160
-0.5% -$387K 0.09% 196
2026
Q1 		$63.5M Buy
212,324
+3,824
+2% +$1.2M 0.09% 200
2025
Q4 		$65.6M Buy
208,500
+92,539
+80% +$28.9M 0.1% 184
2025
Q3 		$35.7M Sell
115,961
-825
-0.7% -$244K 0.06% 256
2025
Q2 		$33.3M Sell
116,786
-2,241
-2% -$590K 0.06% 259
2025
Q1 		$30.6M Sell
119,027
-6,119
-5% -$1.66M 0.06% 259
2024
Q4 		$33.8M Buy
125,146
+22,277
+22% +$6.04M 0.07% 228
2024
Q3 		$27.1M Sell
102,869
-6,121
-6% -$1.55M 0.06% 264
2024
Q2 		$27.2M Buy
108,990
+5,053
+5% +$1.21M 0.07% 231
2024
Q1 		$24.6M Sell
103,937
-6,435
-6% -$1.47M 0.07% 260
2023
Q4 		$24.1M Buy
110,372
+42,393
+62% +$8.67M 0.08% 221
2023
Q3 		$13.3M Buy
67,979
+33,917
+100% +$6.91M 0.06% 249
2023
Q2 		$6.91M Buy
34,062
+4,965
+17% +$952K 0.03% 431
2023
Q1 		$5.43M Sell
29,097
-1,855
-6% -$338K 0.01% 477
2022
Q4 		$5.39M Buy
30,952
+21,784
+238% +$3.82M 0.03% 347
2022
Q3 		$1.5M Buy
9,168
+187
+2% +$34K 0.02% 426
2022
Q2 		$1.55M Buy
8,981
+3,033
+51% +$569K 0.02% 457
2022
Q1 		$302K Buy
5,948
+1,950
+49% +$401K ﹤0.01% 723
2021
Q4 		$320K Buy
3,998
+2,555
+177% +$548K ﹤0.01% 746
2021
Q3 		$290K Hold
1,443
– – 0.01% 571
2021
Q2 		$290K Hold
1,443
– – 0.01% 593
2021
Q1 		$267K Buy
+1,443
New +$261K 0.01% 585

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's VV Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.55% in Q2 2026, selling an estimated $387K and leaving 211,164 shares worth $72.6M. The position accounts for 0.09% of the portfolio, ranked #196.

Cerity Partners first reported a position in VV in Q1 2021 and has held it in 22 quarters since. 1,301 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Cerity Partners held 211,164 shares of Vanguard Morningstar Large-Cap ETF worth $72.6M as of Q2 2026.
  • Cerity Partners sold 1,160 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $387K.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Cerity Partners's portfolio in Q2 2026, its #196 holding.
  • Cerity Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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