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Centricity Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$15.9M Sell
27,914
-250
-0.9% -$131K 12.67% 1
2025
Q1 		$14.5M Buy
28,164
+495
+2% +$268K 13.14% 1
2024
Q4 		$14.9M Buy
+27,669
New +$15M 13.92% 1

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Centricity Wealth Management's VOO Position: Q2 2025 in Review

Centricity Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.89% in Q2 2025, selling an estimated $131K and leaving 27,914 shares worth $15.9M. The position accounts for 12.67% of the portfolio, ranked #1.

Centricity Wealth Management first reported a position in VOO in Q4 2024 and has held it in 3 quarters since. 3,389 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Centricity Wealth Management held 27,914 shares of Vanguard S&P 500 ETF worth $15.9M as of Q2 2025.
  • Centricity Wealth Management sold 250 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $131K.
  • Vanguard S&P 500 ETF made up 12.67% of Centricity Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Centricity Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,389 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.