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

Certuity’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 Q1	$783K	Buy	3,841 +18	+0.5%	+$3.77K	0.05%	199
2025 Q4	$783K	Buy	3,823 +17	+0.4%	+$3.44K	0.05%	190
2025 Q3	$759K	Buy	3,806 +36	+1%	+$6.99K	0.05%	191
2025 Q2	$712K	Buy	3,770 +17	+0.5%	+$3.06K	0.07%	163
2025 Q1	$684K	Hold	3,753	–	–	0.07%	157
2024 Q4	$692K	Sell	3,753 -998	-21%	-$191K	0.08%	145
2024 Q3	$906K	Buy	4,751 +27	+0.6%	+$4.96K	0.1%	135
2024 Q2	$830K	Buy	4,724 +1,012	+27%	+$178K	0.07%	141
2024 Q1	$670K	Buy	3,712 +36	+1%	+$6.19K	0.06%	143
2023 Q4	$617K	Buy	+3,676	New	+$571K	0.06%	157

Other funds holding VOOV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return