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 Q2	$845K	Buy	3,857 +16	+0.4%	+$3.45K	0.04%	205
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Certuity's VOOV Position: Q2 2026 in Review

Certuity increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.42% in Q2 2026, buying an estimated $3.45K and bringing the position to 3,857 shares worth $845K. The position accounts for 0.04% of the portfolio, ranked #205.

Certuity first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $906K in Q3 2024. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Certuity held 3,857 shares of Vanguard S&P 500 Value ETF worth $845K as of Q2 2026.
Certuity bought 16 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $3.45K.
Vanguard S&P 500 Value ETF made up 0.04% of Certuity's portfolio in Q2 2026, its #205 holding.
Certuity first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Certuity's Vanguard S&P 500 Value ETF position peaked at $906K in Q3 2024.
455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.