Ceera Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Ceera Investments’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.55M	Hold	9,540	–	–	2.78%	10
2026 Q1	$5.7M	Buy	+9,540	New	+$5.97M	2.5%	7
2025 Q4	–	Sell	-825	Closed	-$505K	–	108
2025 Q3	$505K	Sell	825 -80	-9%	-$47.2K	0.16%	80
2025 Q2	$514K	Buy	905 +50	+6%	+$26.3K	0.16%	81
2025 Q1	$439K	Hold	855	–	–	0.15%	71
2024 Q4	$461K	Buy	855 +100	+13%	+$54.2K	0.16%	71
2024 Q3	$398K	Buy	755 +110	+17%	+$55.9K	0.15%	73
2024 Q2	$323K	Hold	645	–	–	0.14%	75
2024 Q1	$310K	Hold	645	–	–	0.14%	73
2023 Q4	$282K	Hold	645	–	–	0.13%	69
2023 Q3	$253K	Buy	+645	New	+$264K	0.14%	68
2022 Q2	–	Sell	-525	Closed	-$218K	–	74
2022 Q1	$218K	Sell	525 -175	-25%	-$71.6K	0.11%	70
2021 Q4	$306K	Hold	700	–	–	0.16%	55
2021 Q3	$276K	Buy	+700	New	+$284K	0.15%	59

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Ceera Investments's VOO Position: Q2 2026 in Review

Ceera Investments held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 9,540 shares worth $6.55M. The position accounts for 2.78% of the portfolio, ranked #10.

Ceera Investments first reported a position in VOO in Q3 2021 and has held it in 14 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Ceera Investments held 9,540 shares of Vanguard S&P 500 ETF worth $6.55M as of Q2 2026.
Ceera Investments left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 2.78% of Ceera Investments's portfolio in Q2 2026, its #10 holding.
Ceera Investments first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 14 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.