Cerity Partners OCIO’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $157M | Sell |
228,001
-229,872
| -50% | -$153M | 7.93% | 5 |
|
|
2026
Q1 | $274M | Sell |
457,873
-194,357
| -30% | -$122M | 16.41% | 1 |
|
|
2025
Q4 | $409M | Sell |
652,230
-323,558
| -33% | -$201M | 22.63% | 1 |
|
|
2025
Q3 | $598M | Buy |
975,788
+3,947
| +0.4% | +$2.33M | 30.47% | 1 |
|
|
2025
Q2 | $552M | Sell |
971,841
-180,779
| -16% | -$95M | 30.6% | 1 |
|
|
2025
Q1 | $592M | Buy |
1,152,620
+196,741
| +21% | +$106M | 33.52% | 1 |
|
|
2024
Q4 | $515M | Buy |
+955,879
| New | +$518M | 34.15% | 1 |
|
|
2022
Q4 | $48.1M | Buy |
136,921
+9,488
| +7% | +$3.35M | 1.54% | 18 |
|
|
2022
Q3 | $41.8M | Buy |
127,433
+8,772
| +7% | +$3.2M | 1.46% | 18 |
|
|
2022
Q2 | $41.2M | Buy |
118,661
+1,065
| +0.9% | +$401K | 1.37% | 20 |
|
|
2022
Q1 | $48.8M | Buy |
117,596
+304
| +0.3% | +$124K | 1.47% | 18 |
|
|
2021
Q4 | $51.2M | Buy |
117,292
+5,706
| +5% | +$2.41M | 1.5% | 19 |
|
|
2021
Q3 | $44M | Buy |
111,586
+6,387
| +6% | +$2.59M | 1.39% | 19 |
|
|
2021
Q2 | $41.4M | Buy |
105,199
+6,524
| +7% | +$2.5M | 1.34% | 20 |
|
|
2021
Q1 | $35.9M | Buy |
98,675
+10,104
| +11% | +$3.58M | 1.28% | 21 |
|
|
2020
Q4 | $30.4M | Buy |
88,571
+11,766
| +15% | +$3.84M | 1.18% | 22 |
|
|
2020
Q3 | $23.6M | Buy |
76,805
+8,674
| +13% | +$2.64M | 1.06% | 27 |
|
|
2020
Q2 | $19.3M | Buy |
68,131
+2,362
| +4% | +$636K | 0.93% | 28 |
|
|
2020
Q1 | $15.6M | Buy |
65,769
+917
| +1% | +$257K | 0.88% | 30 |
|
|
2019
Q4 | $19.8M | Buy |
64,852
+7,133
| +12% | +$2.02M | 0.92% | 29 |
|
|
2019
Q3 | $15.7M | Buy |
57,719
+4,742
| +9% | +$1.29M | 0.81% | 31 |
|
|
2019
Q2 | $14.3M | Buy |
52,977
+6,749
| +15% | +$1.79M | 0.77% | 31 |
|
|
2019
Q1 | $12M | Buy |
46,228
+5,355
| +13% | +$1.34M | 0.68% | 32 |
|
|
2018
Q4 | $9.39M | Buy |
40,873
+17,601
| +76% | +$4.36M | 0.6% | 32 |
|
|
2018
Q3 | $6.21M | Buy |
+23,272
| New | +$6.09M | 0.37% | 34 |
|
|
2017
Q3 | – | Sell |
-1,050
| Closed | -$233K | – | 258 |
|
|
2017
Q2 | $233K | Sell |
1,050
-114
| -10% | -$25.1K | 0.02% | 233 |
|
|
2017
Q1 | $252K | Buy |
1,164
+114
| +11% | +$24.3K | 0.02% | 215 |
|
|
2016
Q4 | $216K | Buy |
1,050
+21
| +2% | +$4.21K | 0.02% | 220 |
|
|
2016
Q3 | $204K | Sell |
1,029
-394
| -28% | -$78.1K | 0.02% | 203 |
|
|
2016
Q2 | $270K | Sell |
1,423
-13
| -0.9% | -$2.48K | 0.03% | 180 |
|
|
2016
Q1 | $271K | Buy |
1,436
+13
| +0.9% | +$2.33K | 0.03% | 188 |
|
|
2015
Q4 | $266K | Sell |
1,423
-106
| -7% | -$20K | 0.03% | 185 |
|
|
2015
Q3 | $269K | Buy |
1,529
+156
| +11% | +$29K | 0.03% | 179 |
|
|
2015
Q2 | $259K | Buy |
1,373
+4
| +0.3% | +$771 | 0.03% | 188 |
|
|
2015
Q1 | $259K | Sell |
1,369
-1,648
| -55% | -$312K | 0.03% | 183 |
|
|
2014
Q4 | $461K | Buy |
3,017
+1,807
| +149% | +$333K | 0.06% | 131 |
|
|
2014
Q3 | $219K | Buy |
+1,210
| New | +$219K | 0.03% | 177 |
|
Other funds holding VOO
AA
Cerity Partners OCIO's VOO Position: Q2 2026 in Review
Cerity Partners OCIO reduced its Vanguard S&P 500 ETF (VOO) stake by 50% in Q2 2026, selling an estimated $153M and leaving 228,001 shares worth $157M. The position accounts for 7.93% of the portfolio, ranked #5.
Cerity Partners OCIO first reported a position in VOO in Q3 2014 and has held it in 37 quarters since. The position peaked at $598M in Q3 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Cerity Partners OCIO held 228,001 shares of Vanguard S&P 500 ETF worth $157M as of Q2 2026.
- Cerity Partners OCIO sold 229,872 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $153M.
- Vanguard S&P 500 ETF made up 7.93% of Cerity Partners OCIO's portfolio in Q2 2026, its #5 holding.
- Cerity Partners OCIO first reported a position in Vanguard S&P 500 ETF in Q3 2014 and has held it in 37 quarters since.
- Cerity Partners OCIO's Vanguard S&P 500 ETF position peaked at $598M in Q3 2025.
- 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.