Cerity Partners’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
Q1 | $3.07B | Buy |
5,140,749
+456,134
| +10% | +$285M | 4.34% | 1 |
|
|
2025
Q4 | $2.94B | Buy |
4,684,615
+283,537
| +6% | +$176M | 4.28% | 1 |
|
|
2025
Q3 | $2.69B | Buy |
4,401,078
+119,519
| +3% | +$70.4M | 4.37% | 1 |
|
|
2025
Q2 | $2.43B | Buy |
4,281,559
+383,356
| +10% | +$201M | 4.34% | 1 |
|
|
2025
Q1 | $2B | Buy |
3,898,203
+251,992
| +7% | +$136M | 4.06% | 1 |
|
|
2024
Q4 | $1.96B | Buy |
3,646,211
+171,999
| +5% | +$93.2M | 4.26% | 1 |
|
|
2024
Q3 | $1.83B | Buy |
3,474,212
+21,745
| +0.6% | +$11.1M | 4.06% | 1 |
|
|
2024
Q2 | $1.73B | Buy |
3,452,467
+144,847
| +4% | +$69.7M | 4.55% | 1 |
|
|
2024
Q1 | $1.58B | Sell |
3,307,620
-5,570,375
| -63% | -$2.55B | 4.18% | 1 |
|
|
2023
Q4 | $1.22B | Buy |
8,877,995
+7,943,467
| +850% | +$3.25B | 4.01% | 1 |
|
|
2023
Q3 | $367M | Sell |
934,528
-1,011,016
| -52% | -$413M | 1.79% | 7 |
|
|
2023
Q2 | $792M | Buy |
1,945,544
+78,407
| +4% | +$30.2M | 3.09% | 3 |
|
|
2023
Q1 | $764M | Buy |
1,867,137
+83,205
| +5% | +$30.5M | 1.8% | 11 |
|
|
2022
Q4 | $629M | Buy |
1,783,932
+380,891
| +27% | +$135M | 4.03% | 2 |
|
|
2022
Q3 | $461M | Sell |
1,403,041
-320,690
| -19% | -$117M | 5.54% | 2 |
|
|
2022
Q2 | $598M | Buy |
1,723,731
+217,371
| +14% | +$81.9M | 6.61% | 1 |
|
|
2022
Q1 | $623M | Buy |
1,506,360
+965,690
| +179% | +$395M | 9.68% | 1 |
|
|
2021
Q4 | $502M | Buy |
540,670
+21,856
| +4% | +$9.23M | 7.65% | 1 |
|
|
2021
Q3 | $205M | Buy |
518,814
+39,160
| +8% | +$15.9M | 4.5% | 3 |
|
|
2021
Q2 | $189M | Buy |
479,654
+50,431
| +12% | +$19.4M | 4.13% | 4 |
|
|
2021
Q1 | $156M | Buy |
429,223
+78,455
| +22% | +$27.8M | 3.71% | 4 |
|
|
2020
Q4 | $121M | Buy |
350,768
+52,025
| +17% | +$17M | 3.87% | 4 |
|
|
2020
Q3 | $91.9M | Buy |
298,743
+64,445
| +28% | +$19.6M | 3.78% | 5 |
|
|
2020
Q2 | $66.4M | Buy |
234,298
+77,205
| +49% | +$20.8M | 3.67% | 4 |
|
|
2020
Q1 | $37.2M | Buy |
157,093
+103,968
| +196% | +$29.1M | 2.34% | 7 |
|
|
2019
Q4 | $15.7M | Buy |
53,125
+3,338
| +7% | +$944K | 0.8% | 21 |
|
|
2019
Q3 | $13.6M | Buy |
49,787
+1,391
| +3% | +$378K | 0.8% | 23 |
|
|
2019
Q2 | $13M | Buy |
48,396
+26,553
| +122% | +$7.02M | 0.82% | 22 |
|
|
2019
Q1 | $5.67M | Sell |
21,843
-3,179
| -13% | -$794K | 0.38% | 56 |
|
|
2018
Q4 | $5.75M | Buy |
25,022
+9,993
| +66% | +$2.48M | 0.39% | 56 |
|
|
2018
Q3 | $4.01M | Buy |
15,029
+193
| +1% | +$50.5K | 0.28% | 93 |
|
|
2018
Q2 | $3.7M | Buy |
14,836
+1,163
| +9% | +$289K | 0.27% | 95 |
|
|
2018
Q1 | $3.31M | Buy |
13,673
+2,329
| +21% | +$584K | 0.25% | 103 |
|
|
2017
Q4 | $2.78M | Buy |
11,344
+281
| +3% | +$67.2K | 0.19% | 121 |
|
|
2017
Q3 | $2.55M | Sell |
11,063
-199,987
| -95% | -$45.3M | 0.18% | 127 |
|
|
2017
Q2 | $13.8M | Buy |
211,050
+199,132
| +1,671% | +$43.8M | 1.16% | 13 |
|
|
2017
Q1 | $2.58M | Buy |
+11,918
| New | +$2.54M | 0.22% | 93 |
|
Other funds holding VOO
VGA
AA
Cerity Partners's VOO Position: Q1 2026 in Review
Cerity Partners increased its Vanguard S&P 500 ETF (VOO) stake by 9.7% in Q1 2026, buying an estimated $285M and bringing the position to 5,140,749 shares worth $3.07B. The position accounts for 4.34% of the portfolio, ranked #1.
Cerity Partners first reported a position in VOO in Q1 2017 and has held it in 37 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Cerity Partners held 5,140,749 shares of Vanguard S&P 500 ETF worth $3.07B as of Q1 2026.
- Cerity Partners bought 456,134 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $285M.
- Vanguard S&P 500 ETF made up 4.34% of Cerity Partners's portfolio in Q1 2026, its #1 holding.
- Cerity Partners first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 37 quarters since.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.