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Disclosery

Cerity Partners LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on VBR, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 248,766 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,766 shares
    Change vs previous 13F -20,618 shares

    0.07% of the 13F portfolio, value $60,448,083.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 248,766 shares
    • Cerity Partners Retirement Plan Advisors LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 269,384 shares
    Change vs previous 13F +3,198 shares

    0.08% of the 13F portfolio, value $58,536,570.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 267,392 shares
    • Cerity Partners Retirement Plan Advisors LLC: 1,992 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 266,186 shares
    Change vs previous 13F +10,552 shares

    0.08% of the 13F portfolio, value $56,376,203.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 255,634 shares
    Change vs previous 13F +1,818 shares

    0.09% of the 13F portfolio, value $53,352,689.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 253,816 shares
    Change vs previous 13F +12,257 shares

    0.09% of the 13F portfolio, value $49,497,187.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 241,559 shares
    Change vs previous 13F -14,734 shares

    0.09% of the 13F portfolio, value $45,000,191.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 256,293 shares
    Change vs previous 13F -2,326 shares

    0.11% of the 13F portfolio, value $50,793,136.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 258,619 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $51,925,551.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).