Certior Financial Group
VOO icon

Certior Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Certior Financial Group’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
Q3 		$204K Sell
291
-16
-5% -$11.2K 0.11% 137
2026
Q2 		$211K Buy
+307
New +$205K 0.12% 135
2025
Q2 		– Sell
-431
Closed -$221K – 123
2025
Q1 		$221K Sell
431
-213
-33% -$115K 0.18% 107
2024
Q4 		$347K Buy
+644
New +$349K 0.3% 86

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Certior Financial Group's VOO Position: Q3 2026 in Review

Certior Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q3 2026, selling an estimated $11.2K and leaving 291 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #137.

Certior Financial Group first reported a position in VOO in Q4 2024 and has held it in 4 quarters since. The position peaked at $347K in Q4 2024. 2,707 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Certior Financial Group held 291 shares of Vanguard S&P 500 ETF worth $204K as of Q3 2026.
  • Certior Financial Group sold 16 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard S&P 500 ETF made up 0.11% of Certior Financial Group's portfolio in Q3 2026, its #137 holding.
  • Certior Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • Certior Financial Group's Vanguard S&P 500 ETF position peaked at $347K in Q4 2024.
  • 2,707 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.