Number of Shares
1.25 Mil
Current Holdings Value*
$144.86 Mil
% of Portfolio
8.2%
Total Estimate Gain
$18.34 Mil
% of Total Estimate Gain
12.74%

Cerity Partners OCIO LLC's Vanguard Total World Stock ETF Holding Summary

As of 2025-03-31, Cerity Partners OCIO LLC held 1.25 Mil shares of Vanguard Total World Stock ETF(VT), totaling $144.86 Mil. This investment constitutes 8.2% of their stock portfolio, and Cerity Partners OCIO LLC now holds 0.36% of the outstanding Vanguard Total World Stock ETF(VT) stock.

The initial trade took place in 2020Q4. And since then Cerity Partners OCIO LLC has made 12 purchases of VT, at an average price of $115.19, for a total of 1.25 Mil shares. In addition, there have been 1 sales at an average price of $95.94 for 201.00 shares. Based on historical transaction data and VT's current price of $129.87, Cerity Partners OCIO LLC's estimated gain on his VT holdings is $18.34 Mil, reflecting a 12.74% gain to date.

Cerity Partners OCIO LLC VT ($129.87) Holding Chart

Cerity Partners OCIO LLC VT ($129.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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