Cerity Partners LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1566475
As of 2026-06-30, Cerity Partners LLC reported 5.30M VOO (shares), valued at $3.63B, or 4.40% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 3.10%; reported value increased 18.13%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.40% | 5,299,979 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.36% | 5,140,749 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 4.28% | 4,684,615 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 4.37% | 4,401,078 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 4.34% | 4,281,559 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 4.12% | 3,898,203 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 4.26% | 3,646,211 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 4.06% | 3,474,212 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 4.69% | 3,452,467 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 4.18% | 3,307,620 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 4.08% | 8,877,995 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 1.79% | 934,528 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.79% | 934,528 | $367.06M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 4.08% | 8,877,995 | $1.22B | Shares increased 850.00%; reported value increased 232.49%, and weight changed +2.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 4.18% | 3,307,620 | $1.58B | Shares decreased 62.74%; reported value increased 29.82%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 4.69% | 3,452,467 | $1.73B | Shares increased 4.38%; reported value increased 8.98%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 4.06% | 3,474,212 | $1.83B | Shares increased 0.63%; reported value increased 6.17%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 4.26% | 3,646,211 | $1.96B | Shares increased 4.95%; reported value increased 7.15%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 4.12% | 3,898,203 | $2.00B | Shares increased 6.91%; reported value increased 1.98%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 4.34% | 4,281,559 | $2.43B | Shares increased 9.83%; reported value increased 21.49%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.37% | 4,401,078 | $2.69B | Shares increased 2.79%; reported value increased 10.71%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 4.28% | 4,684,615 | $2.94B | Shares increased 6.44%; reported value increased 9.04%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 4.36% | 5,140,749 | $3.07B | Shares increased 9.74%; reported value increased 4.55%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.40% | 5,299,979 | $3.63B | Shares increased 3.10%; reported value increased 18.13%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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