Certus Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Certus Wealth Management’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
2025 Q3	$16.1M	Sell	26,212 -550	-2%	-$324K	9.61%	1
2025 Q2	$15.2M	Sell	26,762 -11,784	-31%	-$6.19M	9.79%	1
2025 Q1	$20.7M	Sell	38,546 -1,687	-4%	-$912K	14.02%	1
2024 Q4	$22.4M	Buy	40,233 +370	+0.9%	+$200K	14.98%	1
2024 Q3	$21M	Buy	39,863 +11,449	+40%	+$5.82M	14.64%	1
2024 Q2	$14.2M	Sell	28,414 -18,150	-39%	-$8.73M	10.79%	1
2024 Q1	$21.9M	Sell	46,564 -1,171	-2%	-$536K	17.42%	1
2023 Q4	$20.9M	Buy	47,735 +5,401	+13%	+$2.21M	17.69%	1
2023 Q3	$16.6M	Buy	42,334 +6,318	+18%	+$2.58M	15.9%	1
2023 Q2	$14.7M	Buy	+36,016	New	+$13.9M	14.57%	1

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Certus Wealth Management's VOO Position: Q3 2025 in Review

Certus Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q3 2025, selling an estimated $324K and leaving 26,212 shares worth $16.1M. The position accounts for 9.61% of the portfolio, ranked #1.

Certus Wealth Management first reported a position in VOO in Q2 2023 and has held it in 10 quarters since. The position peaked at $22.4M in Q4 2024. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Certus Wealth Management held 26,212 shares of Vanguard S&P 500 ETF worth $16.1M as of Q3 2025.
Certus Wealth Management sold 550 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $324K.
Vanguard S&P 500 ETF made up 9.61% of Certus Wealth Management's portfolio in Q3 2025, its #1 holding.
Certus Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's Vanguard S&P 500 ETF position peaked at $22.4M in Q4 2024.
3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.