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VFVAVFVA
23 quarters

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

Cerity Partners LLC holds 13,708 shares of VFVA (VANGUARD WELLINGTON FD), worth $2M as of 2026-Q2. The position was decreased (-6.1% shares). VFVA represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$2M

Current Shares

13,708

Total Value Change

+$1.8M

Total Shares Change

+11,087

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,708
-6.1%
$2M0.0%$148.43
0
2026-Q1
Decreased
14,603
-0.1%
$2M0.0%$140.44
0
2025-Q4
Increased
14,611
+27.7%
$1.9M0.0%$133.80
32
2025-Q3
Decreased
11,440
-1.1%
$1.5M0.0%$126.59
0
2025-Q2
Decreased
11,561
-2.5%
$1.4M0.0%$117.02
0
2025-Q1
Decreased
11,858
-6.7%
$1.4M0.0%$111.79
0
2024-Q4
Increased
12,715
+0.1%
$1.5M0.0%$115.08
25
2024-Q3
Decreased
12,700
-9.6%
$1.5M0.0%$116.84
0
2024-Q2
Decreased
14,044
-3.2%
$1.6M0.0%$109.18
0
2024-Q1
Increased
14,507
+2.2%
$1.7M0.0%$114.43
26
2023-Q4
Increased
14,198
+21.0%
$1.6M0.0%$107.45
31
2023-Q3
Decreased
11,736
-13.3%
$1.2M0.0%$94.81
0
2023-Q2
Increased
13,530
+214.3%
$1.3M0.0%$93.45
41
2023-Q1
Decreased
4,305
-7.9%
$417,3810.0%$89.29
0
2022-Q4
Increased
4,676
+78.3%
$461,2620.0%$91.55
37
2022-Q3
Unchanged
2,622
0.0%
$228,0000.0%$80.68
0
2022-Q2
Increased
2,622
+0.0%
$239,0000.0%$84.74
23
2022-Q1
Unchanged
2,621
0.0%
$280,0000.0%$98.85
0
2021-Q4
Unchanged
2,621
0.0%
$275,0000.0%$95.33
0
2021-Q3
Unchanged
2,621
0.0%
$259,0000.0%$90.60
0
2021-Q2
Unchanged
2,621
0.0%
$262,0000.0%$89.14
0
2021-Q1
Unchanged
2,621
0.0%
$248,0000.0%$84.86
0
2020-Q4
New
2,621
-
$205,0000.0%$69.22
32

Other major holders of VFVA: RWA WEALTH PARTNERS, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC

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