CGL
VOO icon

Clarius Group LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Clarius Group LLC’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
Q4 		$139M Sell
222,141
-2,042
-0.9% -$1.27M 7.95% 3
2025
Q3 		$137M Buy
224,183
+19,049
+9% +$11.2M 8.13% 3
2025
Q2 		$117M Sell
205,134
-9,973
-5% -$5.24M 6.79% 3
2025
Q1 		$111M Buy
215,107
+52,543
+32% +$28.4M 6.94% 3
2024
Q4 		$87.6M Buy
162,564
+4,468
+3% +$2.42M 5.98% 3
2024
Q3 		$82.4M Buy
158,096
+3,621
+2% +$1.84M 5.78% 3
2024
Q2 		$77.3M Buy
154,475
+3,360
+2% +$1.62M 5.48% 3
2024
Q1 		$72.6M Buy
151,115
+27,843
+23% +$12.7M 5.02% 3
2023
Q4 		$53.8M Buy
123,272
+5,866
+5% +$2.4M 4.46% 5
2023
Q3 		$46.1M Sell
117,406
-8,459
-7% -$3.46M 4.39% 7
2023
Q2 		$51.3M Buy
125,865
+879
+0.7% +$339K 3.96% 6
2023
Q1 		$47M Sell
124,986
-276
-0.2% -$101K 3.99% 6
2022
Q4 		$44M Buy
125,262
+1,286
+1% +$454K 3.96% 5
2022
Q3 		$40.7M Buy
123,976
+634
+0.5% +$232K 4.07% 6
2022
Q2 		$42.8M Buy
123,342
+17,756
+17% +$6.69M 4.27% 7
2022
Q1 		$46.1M Hold
105,586
– – 3.65% 8
2021
Q4 		$46.1M Buy
105,586
+9,229
+10% +$3.9M 3.65% 8
2021
Q3 		$38M Buy
96,357
+2,448
+3% +$993K 3.4% 8
2021
Q2 		$37M Buy
93,909
+4,396
+5% +$1.69M 3.32% 8
2021
Q1 		$32.6M Buy
89,513
+8,192
+10% +$2.91M 3.2% 8
2020
Q4 		$27.9M Sell
81,321
-9,429
-10% -$3.07M 3.01% 9
2020
Q3 		$27.9M Buy
90,750
+7,752
+9% +$2.36M 3.59% 7
2020
Q2 		$23.5M Buy
82,998
+25,387
+44% +$6.83M 3.3% 7
2020
Q1 		$13.6M Buy
57,611
+14,869
+35% +$4.17M 2.57% 10
2019
Q4 		$12.9M Buy
42,742
+10,406
+32% +$2.94M 2.04% 13
2019
Q3 		$8.81M Buy
32,336
+4,878
+18% +$1.32M 1.62% 12
2019
Q2 		$7.39M Buy
27,458
+13,744
+100% +$3.64M 1.49% 12
2019
Q1 		$3.56M Buy
13,714
+6,991
+104% +$1.75M 0.87% 18
2018
Q4 		$1.54M Buy
6,723
+1
+0% +$248 0.56% 31
2018
Q3 		$1.79M Hold
6,722
– – 0.64% 28
2018
Q2 		$1.68M Hold
6,722
– – 0.7% 27
2018
Q1 		$1.63M Buy
6,722
+27
+0.4% +$6.78K 0.74% 23
2017
Q4 		$1.64M Sell
6,695
-192
-3% -$45.9K 0.73% 25
2017
Q3 		$1.59M Sell
6,887
-78
-1% -$17.7K 0.67% 28
2017
Q2 		$1.55M Buy
6,965
+169
+2% +$37.2K 0.64% 27
2017
Q1 		$1.47M Buy
6,796
+169
+3% +$36.1K 0.61% 29
2016
Q4 		$1.36M Buy
6,627
+219
+3% +$43.9K 0.58% 30
2016
Q3 		$1.27M Hold
6,408
– – 0.59% 27
2016
Q2 		$1.23M Buy
6,408
+817
+15% +$156K 0.66% 25
2016
Q1 		$1.05M Buy
5,591
+535
+11% +$95.7K 0.58% 24
2015
Q4 		$945K Buy
+5,056
New +$952K 0.55% 23

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarius Group LLC's VOO Position: Q4 2025 in Review

Clarius Group LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 0.91% in Q4 2025, selling an estimated $1.27M and leaving 222,141 shares worth $139M. The position accounts for 7.95% of the portfolio, ranked #3.

Clarius Group LLC first reported a position in VOO in Q4 2015 and has held it in 41 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Clarius Group LLC held 222,141 shares of Vanguard S&P 500 ETF worth $139M as of Q4 2025.
  • Clarius Group LLC sold 2,042 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $1.27M.
  • Vanguard S&P 500 ETF made up 7.95% of Clarius Group LLC's portfolio in Q4 2025, its #3 holding.
  • Clarius Group LLC first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 41 quarters since.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.