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VFQYVFQY
13 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in VANGUARD WELLINGTON FD

Cerity Partners LLC holds 2,743 shares of VFQY (VANGUARD WELLINGTON FD), worth $467,105 as of 2026-Q2. The position was decreased (-0.8% shares). VFQY represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$467,105

Current Shares

2,743

Total Value Change

+$221,868

Total Shares Change

+593

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2,743
-0.8%
$467,1050.0%$170.29
0
2026-Q1
Increased
2,766
+72.1%
$412,7890.0%$156.78
36
2025-Q4
Decreased
1,607
-7.8%
$246,5290.0%$155.32
0
2025-Q3
Unchanged
1,742
0.0%
$262,7320.0%$150.11
0
2025-Q2
Unchanged
1,742
0.0%
$250,3600.0%$142.44
0
2025-Q1
Decreased
1,742
-16.9%
$232,8260.0%$131.77
0
2024-Q4
Unchanged
2,096
0.0%
$295,3050.0%$139.13
0
2024-Q3
Unchanged
2,096
0.0%
$299,4760.0%$140.63
0
2024-Q2
Unchanged
2,096
0.0%
$281,0630.0%$131.55
0
2024-Q1
Unchanged
2,096
0.0%
$287,0050.0%$133.81
0
2023-Q4
Decreased
2,096
-2.5%
$265,0810.0%$123.22
0
2023-Q3
Unchanged
2,150
0.0%
$241,4670.0%$109.00
0
2023-Q2
New
2,150
-
$245,2370.0%$109.43
32

Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC

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