Cerity Partners
VOOV icon

Cerity Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Cerity Partners’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.18M Buy
41,751
+5,610
+16% +$1.21M 0.01% 815
2026
Q1 		$7.41M Buy
36,141
+8,117
+29% +$1.7M 0.01% 841
2025
Q4 		$5.74M Buy
28,024
+2,173
+8% +$440K 0.01% 860
2025
Q3 		$5.16M Buy
25,851
+3,001
+13% +$583K 0.01% 839
2025
Q2 		$4.31M Sell
22,850
-3,694
-14% -$665K 0.01% 877
2025
Q1 		$4.89M Buy
26,544
+2,367
+10% +$443K 0.01% 745
2024
Q4 		$4.46M Buy
24,177
+568
+2% +$109K 0.01% 758
2024
Q3 		$4.51M Buy
23,609
+1,458
+7% +$268K 0.01% 733
2024
Q2 		$3.9M Buy
22,151
+5,973
+37% +$1.05M 0.01% 684
2024
Q1 		$2.92M Sell
16,178
-3,222
-17% -$554K 0.01% 824
2023
Q4 		$3.26M Buy
19,400
+2,934
+18% +$456K 0.01% 642
2023
Q3 		$2.45M Sell
16,466
-1,872
-10% -$292K 0.01% 534
2023
Q2 		$2.86M Buy
18,338
+8,240
+82% +$1.23M 0.01% 634
2023
Q1 		$1.48M Buy
10,098
+6,506
+181% +$950K ﹤0.01% 818
2022
Q4 		$503K Buy
+3,592
New +$496K ﹤0.01% 950

Other funds holding VOOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Cerity Partners's VOOV Position: Q2 2026 in Review

Cerity Partners increased its Vanguard S&P 500 Value ETF (VOOV) stake by 16% in Q2 2026, buying an estimated $1.21M and bringing the position to 41,751 shares worth $9.18M. The position accounts for 0.01% of the portfolio, ranked #815.

Cerity Partners first reported a position in VOOV in Q4 2022 and has held it in 15 quarters since. 432 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Cerity Partners held 41,751 shares of Vanguard S&P 500 Value ETF worth $9.18M as of Q2 2026.
  • Cerity Partners bought 5,610 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard S&P 500 Value ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #815 holding.
  • Cerity Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 432 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.