Certuity
VOO icon

Certuity’s Vanguard S&P 500 ETF VOO Stock Holding History

Certuity’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 		$81M Buy
115,561
+2,436
+2% +$1.7M 3.8% 4
2026
Q2 		$77.7M Buy
113,125
+640
+0.6% +$427K 3.83% 4
2026
Q1 		$67.2M Sell
112,485
-530
-0.5% -$331K 4.41% 3
2025
Q4 		$70.9M Buy
113,015
+6,328
+6% +$3.93M 4.46% 4
2025
Q3 		$65.3M Buy
106,687
+90,624
+564% +$53.4M 4.48% 3
2025
Q2 		$9.12M Buy
16,063
+5,405
+51% +$2.84M 0.86% 27
2025
Q1 		$5.47M Buy
10,658
+870
+9% +$470K 0.57% 37
2024
Q4 		$5.27M Sell
9,788
-6,857
-41% -$3.71M 0.57% 39
2024
Q3 		$8.78M Sell
16,645
-1,978
-11% -$1.01M 0.95% 27
2024
Q2 		$9.31M Buy
18,623
+700
+4% +$337K 0.74% 32
2024
Q1 		$8.62M Buy
17,923
+1,027
+6% +$470K 0.76% 34
2023
Q4 		$7.38M Buy
16,896
+6,001
+55% +$2.46M 0.75% 33
2023
Q3 		$4.28M Buy
10,895
+2,594
+31% +$1.06M 0.5% 36
2023
Q2 		$3.38M Buy
8,301
+4,673
+129% +$1.8M 0.38% 42
2023
Q1 		$1.36M Sell
3,628
-8
-0.2% -$2.93K 0.2% 58
2022
Q4 		$1.28M Buy
3,636
+175
+5% +$61.8K 0.2% 60
2022
Q3 		$1.14M Sell
3,461
-115
-3% -$42K 0.26% 47
2022
Q2 		$1.24M Buy
3,576
+436
+14% +$164K 0.32% 43
2022
Q1 		$1.3M Buy
3,140
+78
+3% +$31.9K 0.28% 59
2021
Q4 		$1.34M Sell
3,062
-1,396
-31% -$589K 0.29% 54
2021
Q3 		$1.22M Sell
4,458
-55
-1% -$22.3K 0.24% 69
2021
Q2 		$1.24M Sell
4,513
-4,804
-52% -$1.84M 0.29% 58
2021
Q1 		$2.9M Buy
9,317
+1,351
+17% +$479K 0.78% 21
2020
Q4 		$2.27M Buy
7,966
+6,067
+319% +$1.98M 0.73% 23
2020
Q3 		$584K Buy
1,899
+100
+6% +$30.5K 0.23% 75
2020
Q2 		$510K Sell
1,799
-392
-18% -$106K 0.24% 68
2020
Q1 		$519K Buy
+2,191
New +$614K 0.29% 60

Other funds holding VOO

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Certuity's VOO Position: Q3 2026 in Review

Certuity increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q3 2026, buying an estimated $1.7M and bringing the position to 115,561 shares worth $81M. The position accounts for 3.8% of the portfolio, ranked #4.

Certuity first reported a position in VOO in Q1 2020 and has held it in 27 quarters since. 2,505 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Certuity held 115,561 shares of Vanguard S&P 500 ETF worth $81M as of Q3 2026.
  • Certuity bought 2,436 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.7M.
  • Vanguard S&P 500 ETF made up 3.8% of Certuity's portfolio in Q3 2026, its #4 holding.
  • Certuity first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 27 quarters since.
  • 2,505 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.