Ownership history in CERTUITY, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 113,015 | +6,328 | +5.9% | 4.46% | $70.9M | $627.13 |
| 2025 Q3 | ADDED | 106,687 | +90,624 | +564.2% | 4.48% | $65.3M | $610.65 |
| 2025 Q2 | ADDED | 16,063 | +5,405 | +50.7% | 0.86% | $9.1M | $564.81 |
| 2025 Q1 | ADDED | 10,658 | +870 | +8.9% | 0.57% | $5.5M | $509.43 |
| 2024 Q4 | REDUCED | 9,788 | -6,857 | -41.2% | 0.57% | $5.3M | $532.26 |
| 2024 Q3 | REDUCED | 16,645 | -1,978 | -10.6% | 0.95% | $8.8M | $519.60 |
| 2024 Q2 | ADDED | 18,623 | +700 | +3.9% | 0.74% | $9.3M | $490.95 |
| 2024 Q1 | ADDED | 17,923 | +1,027 | +6.1% | 0.76% | $8.6M | $470.20 |
| 2023 Q4 | ADDED | 16,896 | +6,001 | +55.1% | 0.75% | $7.4M | $425.89 |
| 2023 Q3 | ADDED | 10,895 | +2,594 | +31.2% | 0.50% | $4.3M | $381.32 |
As of 2025 Q4 — sorted by position size